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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 | $125,101 | $165,399-24.4% | $149,745-16.5% | $158,982-21.3% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 9.71% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,294 | $7,183-82.0% | $6,843-81.1% | $5,983-78.4% |
| Admin fee / account holder | $8,395 | $10,811-22.3% | $9,312-9.8% | $11,252-25.4% |