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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 | $83,840 | $159,978-47.6% | $147,041-43.0% | $145,978-42.6% |
| Participation rate | 17.4% | 84.0%-66.6pp | 82.2%-64.8pp | 80.3%-62.9pp |
| Annual return | 12.28% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,241 | $8,429-85.3% | $8,071-84.6% | $6,690-81.5% |
| Admin fee / account holder | $79,325 | $15,053+427.0% | $13,006+509.9% | $13,400+492.0% |