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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 | $61,946 | $178,174-65.2% | $156,181-60.3% | $137,256-54.9% |
| Participation rate | 34.8% | 82.0%-47.3pp | 78.8%-44.0pp | 80.0%-45.2pp |
| Annual return | 16.94% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $367 | $6,888-94.7% | $6,132-94.0% | $6,407-94.3% |
| Admin fee / account holder | $2,852 | $17,404-83.6% | $14,586-80.4% | $12,270-76.8% |