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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 | $134,817-54.8% | $123,973-50.9% | $155,188-60.7% |
| Participation rate | 27.8% | 79.4%-51.6pp | 76.7%-48.9pp | 80.8%-53.0pp |
| Annual return | 13.24% | 515.49%-502.2pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $821 | $5,706-85.6% | $5,247-84.3% | $6,531-87.4% |
| Admin fee / account holder | $18,730 | $13,245+41.4% | $11,799+58.7% | $14,480+29.4% |