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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 | $156,398-47.4% | $147,318-44.1% | $138,895-40.7% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 12.24% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,820 | $8,237-77.9% | $7,906-77.0% | $6,396-71.6% |
| Admin fee / account holder | $1,398 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |