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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 | $41,245 | $160,070-74.2% | $147,117-72.0% | $145,897-71.7% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 18.97% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,195 | $8,419-73.9% | $8,065-72.8% | $6,689-67.2% |
| Admin fee / account holder | $10,244 | $15,035-31.9% | $12,993-21.2% | $13,390-23.5% |