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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 | $29,537 | $154,228-80.8% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,387 | $4,804-71.1% | $4,554-69.6% | $4,156-66.6% |
| Participant deferral / active EE | $1,387 | $8,216-83.1% | $7,897-82.4% | $6,407-78.4% |
| Admin fee / account holder | $5,070 | $14,344-64.7% | $13,129-61.4% | $12,270-58.7% |