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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 | $37,047 | $166,020-77.7% | $164,866-77.5% | $145,959-74.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 9.40% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,369 | $6,961-80.3% | $6,033-77.3% | $6,689-79.5% |
| Admin fee / account holder | $6,933 | $16,644-58.3% | $12,689-45.4% | $13,398-48.3% |