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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 | $102,717 | $185,312-44.6% | $161,489-36.4% | $154,746-33.6% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 14.28% | 103.84%-89.6pp | 89.72%-75.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $489 | $6,350-92.3% | $5,630-91.3% | $6,730-92.7% |
| Admin fee / account holder | $728 | $18,654-96.1% | $16,006-95.5% | $14,365-94.9% |