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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 | $156,398-60.1% | $147,318-57.6% | $138,895-55.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 12.99% | 78.75%-65.8pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $642 | $8,237-92.2% | $7,906-91.9% | $6,396-90.0% |
| Admin fee / account holder | $12,793 | $14,976-14.6% | $13,708-6.7% | $12,562+1.8% |