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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 | $55,319 | $127,387-56.6% | $115,038-51.9% | $125,389-55.9% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | 1.79% | 31.28%-29.5pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $52 | $6,423-99.2% | $6,026-99.1% | $5,352-99.0% |
| Admin fee / account holder | $11,457 | $9,516+20.4% | $8,175+40.1% | $9,541+20.1% |