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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 | $108,409 | $196,972-45.0% | $182,262-40.5% | $198,609-45.4% |
| Participation rate | 42.9% | 85.7%-42.8pp | 84.2%-41.4pp | 82.4%-39.5pp |
| Annual return | 13.04% | 158.27%-145.2pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,853 | $8,643-67.0% | $8,276-65.5% | $6,977-59.1% |
| Admin fee / account holder | $14,614 | $18,429-20.7% | $16,712-12.6% | $19,030-23.2% |