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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 | $80,382 | $152,619-47.3% | $125,195-35.8% | $152,909-47.4% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.5%-29.5pp |
| Annual return | 21.46% | 54.85%-33.4pp | 43.79%-22.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,697 | $5,869-71.1% | $4,937-65.6% | $5,851-71.0% |
| Admin fee / account holder | $2,687 | $13,437-80.0% | $9,704-72.3% | $11,601-76.8% |