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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 | $162,136-52.9% | $152,301-49.8% | $154,746-50.6% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,477 | $8,341-70.3% | $8,004-69.1% | $6,730-63.2% |
| Admin fee / account holder | $1,163 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |