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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 | $59,391 | $165,361-64.1% | $149,715-60.3% | $158,950-62.6% |
| Participation rate | 27.3% | 84.6%-57.3pp | 82.5%-55.2pp | 82.0%-54.7pp |
| Annual return | 16.42% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $427 | $7,182-94.1% | $6,842-93.8% | $5,983-92.9% |
| Admin fee / account holder | $3,536 | $10,808-67.3% | $9,310-62.0% | $11,248-68.6% |