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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 | $66,172 | $165,361-60.0% | $149,715-55.8% | $158,950-58.4% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 14.14% | 348.24%-334.1pp | 276.66%-262.5pp | 302.91%-288.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,407 | $7,182-80.4% | $6,842-79.4% | $5,983-76.5% |
| Admin fee / account holder | $1,316 | $10,808-87.8% | $9,310-85.9% | $11,248-88.3% |