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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 | $40,353 | $166,020-75.7% | $164,866-75.5% | $145,959-72.4% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 9.77% | 100.08%-90.3pp | 69.97%-60.2pp | 561.95%-552.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $769 | $6,961-89.0% | $6,033-87.3% | $6,689-88.5% |
| Admin fee / account holder | $8,417 | $16,644-49.4% | $12,689-33.7% | $13,398-37.2% |