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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 | $32,217 | $162,136-80.1% | $152,301-78.8% | $154,746-79.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.95% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,624 | $8,341-68.5% | $8,004-67.2% | $6,730-61.0% |
| Admin fee / account holder | $879 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |