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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 | $69,978 | $156,398-55.3% | $147,318-52.5% | $138,895-49.6% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,050 | $8,237-75.1% | $7,906-74.1% | $6,396-68.0% |
| Admin fee / account holder | $3,234 | $14,976-78.4% | $13,708-76.4% | $12,562-74.3% |