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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 | $35,221 | $165,361-78.7% | $149,715-76.5% | $158,950-77.8% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 9.07% | 348.24%-339.2pp | 276.66%-267.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $961 | $7,182-86.6% | $6,842-85.9% | $5,983-83.9% |
| Admin fee / account holder | $5,183 | $10,808-52.0% | $9,310-44.3% | $11,248-53.9% |