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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 | $78,053 | $111,535-30.0% | $105,223-25.8% | $137,256-43.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 16.33% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,451 | $5,500-73.6% | $5,072-71.4% | $6,407-77.4% |
| Admin fee / account holder | $982 | $9,721-89.9% | $8,859-88.9% | $12,270-92.0% |