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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 | $79,809 | $196,972-59.5% | $182,262-56.2% | $198,609-59.8% |
| Participation rate | 58.3% | 85.7%-27.4pp | 84.2%-25.9pp | 82.4%-24.0pp |
| Annual return | 11.92% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,351 | $8,643-72.8% | $8,276-71.6% | $6,977-66.3% |
| Admin fee / account holder | $3,824 | $18,429-79.2% | $16,712-77.1% | $19,030-79.9% |