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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 | $156,423 | $175,231-10.7% | $149,696+4.5% | $139,466+12.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.72% | 166.77%-150.1pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $803 | $6,521-87.7% | $5,682-85.9% | $6,712-88.0% |
| Admin fee / account holder | $1,276 | $16,155-92.1% | $13,212-90.3% | $11,409-88.8% |