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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 | $52,845 | $183,516-71.2% | $155,534-66.0% | $145,884-63.8% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 16.80% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,400 | $6,467-78.3% | $5,630-75.1% | $6,690-79.1% |
| Admin fee / account holder | $8,805 | $19,293-54.4% | $15,900-44.6% | $13,392-34.2% |