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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 | $160,040-74.2% | $147,096-72.0% | $145,877-71.7% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 18.97% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,195 | $8,429-74.0% | $8,071-72.8% | $6,691-67.2% |
| Admin fee / account holder | $10,244 | $15,050-31.9% | $13,005-21.2% | $13,402-23.6% |