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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 | $79,580 | $132,634-40.0% | $115,768-31.3% | $137,256-42.0% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 12.86% | 160.70%-147.8pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,217 | $5,619-78.3% | $4,917-75.3% | $6,407-81.0% |
| Admin fee / account holder | $861 | $15,028-94.3% | $12,439-93.1% | $12,270-93.0% |