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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 | $76,819 | $165,399-53.6% | $149,745-48.7% | $158,982-51.7% |
| Participation rate | 17.6% | 84.6%-66.9pp | 82.5%-64.8pp | 82.0%-64.3pp |
| Annual return | 16.84% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $993 | $7,183-86.2% | $6,843-85.5% | $5,983-83.4% |
| Admin fee / account holder | $2,823 | $10,811-73.9% | $9,312-69.7% | $11,252-74.9% |