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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 | $72,047 | $165,399-56.4% | $149,745-51.9% | $158,982-54.7% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 12.92% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $292 | $7,183-95.9% | $6,843-95.7% | $5,983-95.1% |
| Admin fee / account holder | $816 | $10,811-92.5% | $9,312-91.2% | $11,252-92.8% |