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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 | $68,703 | $129,737-47.0% | $119,126-42.3% | $154,746-55.6% |
| Participation rate | 39.1% | 78.9%-39.7pp | 75.8%-36.6pp | 80.7%-41.6pp |
| Annual return | 12.27% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,400 | $5,842-76.0% | $5,318-73.7% | $6,730-79.2% |
| Admin fee / account holder | $8,008 | $11,961-33.0% | $10,693-25.1% | $14,365-44.3% |