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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 | $62,463 | $155,555-59.8% | $146,866-57.5% | $155,188-59.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 12.99% | 115.41%-102.4pp | 102.85%-89.9pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $642 | $8,044-92.0% | $7,759-91.7% | $6,531-90.2% |
| Admin fee / account holder | $12,793 | $14,755-13.3% | $13,620-6.1% | $14,480-11.6% |