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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 | $113,279 | $132,099-14.2% | $115,599-2.0% | $138,895-18.4% |
| Participation rate | 34.8% | 77.9%-43.1pp | 74.3%-39.5pp | 79.9%-45.1pp |
| Annual return | 14.72% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $644 | $5,617-88.5% | $4,889-86.8% | $6,396-89.9% |
| Admin fee / account holder | $1,966 | $15,650-87.4% | $12,841-84.7% | $12,562-84.4% |