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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 | $46,439 | $111,785-58.5% | $93,669-50.4% | $145,877-68.2% |
| Participation rate | 31.6% | 74.2%-42.7pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 12.08% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $848 | $4,919-82.8% | $4,416-80.8% | $6,691-87.3% |
| Admin fee / account holder | $10,913 | $10,256+6.4% | $8,291+31.6% | $13,402-18.6% |