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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 | $29,495 | $165,361-82.2% | $149,715-80.3% | $158,950-81.4% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 15.72% | 348.24%-332.5pp | 276.66%-260.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,087 | $7,182-70.9% | $6,842-69.5% | $5,983-65.1% |
| Admin fee / account holder | $2,157 | $10,808-80.0% | $9,310-76.8% | $11,248-80.8% |