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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 | $74,655 | $144,130-48.2% | $117,860-36.7% | $147,585-49.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 14.88% | 531.20%-516.3pp | 335.10%-320.2pp | 578.58%-563.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,361 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $321 | $10,887-97.1% | $8,021-96.0% | $10,886-97.1% |