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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 | $70,416 | $86,298-18.4% | $111,308-36.7% | $85,847-18.0% |
| Participation rate | 29.7% | 73.3%-43.6pp | 77.3%-47.6pp | 69.3%-39.6pp |
| Annual return | 19.23% | 19.99%-0.8pp | 54.67%-35.4pp | 318.61%-299.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $927 | $3,641-74.5% | $4,487-79.3% | $3,952-76.5% |
| Admin fee / account holder | $327 | $8,189-96.0% | $7,965-95.9% | $6,261-94.8% |