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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 | $121,539 | $162,136-25.0% | $152,301-20.2% | $154,746-21.5% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 11.70% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,598 | $8,341-80.8% | $8,004-80.0% | $6,730-76.3% |
| Admin fee / account holder | $2,505 | $15,759-84.1% | $14,398-82.6% | $14,365-82.6% |