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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 | $105,214 | $183,627-42.7% | $155,602-32.4% | $145,978-27.9% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 15.62% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $968 | $6,466-85.0% | $5,629-82.8% | $6,690-85.5% |
| Admin fee / account holder | $5,567 | $19,327-71.2% | $15,923-65.0% | $13,400-58.5% |