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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 | $53,762 | $157,304-65.8% | $141,197-61.9% | $152,909-64.8% |
| Participation rate | 15.0% | 84.8%-69.8pp | 82.5%-67.5pp | 82.5%-67.5pp |
| Annual return | 20.37% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,775 | $7,111-75.0% | $6,710-73.5% | $5,851-69.7% |
| Admin fee / account holder | $17,073 | $12,126+40.8% | $10,265+66.3% | $11,601+47.2% |