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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 | $41,831 | $166,268-74.8% | $165,100-74.7% | $145,897-71.3% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 16.57% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,403 | $6,964-79.9% | $6,035-76.8% | $6,689-79.0% |
| Admin fee / account holder | $2,174 | $16,659-87.0% | $12,696-82.9% | $13,390-83.8% |