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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 | $73,849 | $144,130-48.8% | $117,861-37.3% | $147,586-50.0% |
| Participation rate | 26.3% | 83.4%-57.1pp | 79.7%-53.3pp | 82.8%-56.5pp |
| Annual return | 15.69% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,168 | $5,316-78.0% | $4,482-73.9% | $5,439-78.5% |
| Admin fee / account holder | $11,327 | $10,887+4.0% | $8,021+41.2% | $10,886+4.1% |