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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 | $53,007 | $129,737-59.1% | $119,126-55.5% | $154,746-65.7% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 13.68% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,658 | $5,842-71.6% | $5,318-68.8% | $6,730-75.4% |
| Admin fee / account holder | $519 | $11,961-95.7% | $10,693-95.1% | $14,365-96.4% |