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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 | $119,198 | $165,381-27.9% | $149,730-20.4% | $158,966-25.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 13.09% | 348.29%-335.2pp | 276.70%-263.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,226 | $7,182-82.9% | $6,843-82.1% | $5,983-79.5% |
| Admin fee / account holder | $371 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |