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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 | $87,981 | $185,905-52.7% | $170,057-48.3% | $139,487-36.9% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 15.19% | 60.56%-45.4pp | 53.42%-38.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,764 | $11,627-76.2% | $10,411-73.4% | $6,713-58.8% |
| Admin fee / account holder | $520 | $15,397-96.6% | $12,826-95.9% | $11,407-95.4% |