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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 | $73,859 | $176,105-58.1% | $159,474-53.7% | $167,536-55.9% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 16.13% | 331.91%-315.8pp | 263.68%-247.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,506 | $7,751-80.6% | $7,353-79.5% | $6,342-76.3% |
| Admin fee / account holder | $11,139 | $12,559-11.3% | $10,802+3.1% | $12,315-9.5% |