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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 | $103,465 | $160,040-35.4% | $147,096-29.7% | $145,877-29.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 13.05% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,472 | $8,429-82.5% | $8,071-81.8% | $6,691-78.0% |
| Admin fee / account holder | $14,401 | $15,050-4.3% | $13,005+10.7% | $13,402+7.5% |