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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 | $88,028 | $139,948-37.1% | $121,663-27.6% | $154,746-43.1% |
| Participation rate | 16.7% | 78.0%-61.3pp | 74.5%-57.8pp | 80.7%-64.0pp |
| Annual return | 11.54% | 230.52%-219.0pp | 147.54%-136.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $446 | $5,629-92.1% | $4,887-90.9% | $6,730-93.4% |
| Admin fee / account holder | $2,201 | $17,321-87.3% | $14,289-84.6% | $14,365-84.7% |