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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 | $69,907 | $165,381-57.7% | $149,730-53.3% | $158,966-56.0% |
| Participation rate | 22.7% | 84.6%-61.8pp | 82.5%-59.8pp | 82.0%-59.2pp |
| Annual return | 14.54% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,154 | $7,182-70.0% | $6,843-68.5% | $5,983-64.0% |
| Admin fee / account holder | $2,479 | $10,809-77.1% | $9,310-73.4% | $11,250-78.0% |