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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 | $125,469 | $148,582-15.6% | $135,942-7.7% | $139,456-10.0% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 17.37% | 79.26%-61.9pp | 68.28%-50.9pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $578 | $8,101-92.9% | $7,759-92.5% | $6,711-91.4% |
| Admin fee / account holder | $2,053 | $12,402-83.4% | $10,764-80.9% | $11,407-82.0% |