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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 | $127,497 | $166,268-23.3% | $165,100-22.8% | $145,897-12.6% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 10.00% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,969 | $6,964-71.7% | $6,035-67.4% | $6,689-70.6% |
| Admin fee / account holder | $1,270 | $16,659-92.4% | $12,696-90.0% | $13,390-90.5% |