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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 | $76,446 | $196,972-61.2% | $182,262-58.1% | $198,609-61.5% |
| Participation rate | 16.7% | 85.7%-69.0pp | 84.2%-67.5pp | 82.4%-65.7pp |
| Annual return | 17.32% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,477 | $8,643-71.3% | $8,276-70.1% | $6,977-64.5% |
| Admin fee / account holder | $1,163 | $18,429-93.7% | $16,712-93.0% | $19,030-93.9% |