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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 | $60,926 | $129,737-53.0% | $119,126-48.9% | $154,746-60.6% |
| Participation rate | 27.8% | 78.9%-51.1pp | 75.8%-48.0pp | 80.7%-52.9pp |
| Annual return | 13.24% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $821 | $5,842-85.9% | $5,318-84.6% | $6,730-87.8% |
| Admin fee / account holder | $18,730 | $11,961+56.6% | $10,693+75.2% | $14,365+30.4% |