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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,016 | $160,070-81.2% | $147,117-79.6% | $145,897-79.4% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 11.78% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,565 | $8,419-69.5% | $8,065-68.2% | $6,689-61.7% |
| Admin fee / account holder | $19,393 | $15,035+29.0% | $12,993+49.3% | $13,390+44.8% |