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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 | $82,334 | $155,555-47.1% | $146,866-43.9% | $155,188-46.9% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.5%-29.6pp | 80.8%-27.9pp |
| Annual return | 12.24% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,820 | $8,044-77.4% | $7,759-76.5% | $6,531-72.1% |
| Admin fee / account holder | $1,398 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |