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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 | $58,085 | $134,817-56.9% | $123,973-53.1% | $155,188-62.6% |
| Participation rate | 23.8% | 79.4%-55.6pp | 76.7%-52.8pp | 80.8%-57.0pp |
| Annual return | 19.90% | 515.49%-495.6pp | 388.13%-368.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,731 | $5,706-69.7% | $5,247-67.0% | $6,531-73.5% |
| Admin fee / account holder | $1,932 | $13,245-85.4% | $11,799-83.6% | $14,480-86.7% |