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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 | $53,052 | $148,582-64.3% | $135,942-61.0% | $139,456-62.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 17.73% | 79.26%-61.5pp | 68.28%-50.6pp | 373.45%-355.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,014 | $8,101-87.5% | $7,759-86.9% | $6,711-84.9% |
| Admin fee / account holder | $983 | $12,402-92.1% | $10,764-90.9% | $11,407-91.4% |