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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 | $68,186 | $165,361-58.8% | $149,715-54.5% | $158,950-57.1% |
| Participation rate | 10.0% | 84.6%-74.6pp | 82.5%-72.5pp | 82.0%-72.0pp |
| Annual return | 11.72% | 348.24%-336.5pp | 276.66%-264.9pp | 302.91%-291.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,950 | $7,182-72.8% | $6,842-71.5% | $5,983-67.4% |
| Admin fee / account holder | $1,372 | $10,808-87.3% | $9,310-85.3% | $11,248-87.8% |