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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 | $52,100 | $125,184-58.4% | $105,607-50.7% | $145,884-64.3% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 16.46% | 225.00%-208.5pp | 116.11%-99.6pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,429 | $5,714-75.0% | $5,011-71.5% | $6,690-78.6% |
| Admin fee / account holder | $22,073 | $17,133+28.8% | $10,958+101.4% | $13,392+64.8% |