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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 | $36,397 | $183,539-80.2% | $155,556-76.6% | $145,897-75.1% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.38% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,653 | $6,467-74.4% | $5,631-70.6% | $6,689-75.3% |
| Admin fee / account holder | $754 | $19,275-96.1% | $15,885-95.3% | $13,390-94.4% |