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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 | $43,936 | $129,737-66.1% | $119,126-63.1% | $154,746-71.6% |
| Participation rate | 18.2% | 78.9%-60.7pp | 75.8%-57.6pp | 80.7%-62.5pp |
| Annual return | 18.93% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $518 | $5,842-91.1% | $5,318-90.3% | $6,730-92.3% |
| Admin fee / account holder | $15,277 | $11,961+27.7% | $10,693+42.9% | $14,365+6.3% |