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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 | $92,458 | $183,978-49.7% | $162,171-43.0% | $152,885-39.5% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.5%-29.1pp |
| Annual return | 19.63% | 150.78%-131.2pp | 115.60%-96.0pp | 345.39%-325.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,291 | $8,033-71.5% | $7,297-68.6% | $5,851-60.8% |
| Admin fee / account holder | $600 | $13,122-95.4% | $10,843-94.5% | $11,598-94.8% |