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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 | $62,617 | $183,968-66.0% | $162,166-61.4% | $152,870-59.0% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.4%-29.1pp |
| Annual return | 17.11% | 150.77%-133.7pp | 115.59%-98.5pp | 345.34%-328.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,311 | $8,034-83.7% | $7,298-82.0% | $5,850-77.6% |
| Admin fee / account holder | $777 | $13,121-94.1% | $10,842-92.8% | $11,597-93.3% |