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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 | $48,737 | $157,296-69.0% | $141,191-65.5% | $152,897-68.1% |
| Participation rate | 18.8% | 84.8%-66.1pp | 82.5%-63.7pp | 82.5%-63.7pp |
| Annual return | 22.10% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,384 | $7,111-80.5% | $6,710-79.4% | $5,851-76.3% |
| Admin fee / account holder | $15,196 | $12,125+25.3% | $10,264+48.0% | $11,599+31.0% |