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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 | $78,863 | $152,592-48.3% | $125,180-37.0% | $152,885-48.4% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.5%-23.6pp |
| Annual return | 21.84% | 54.84%-33.0pp | 43.79%-21.9pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,672 | $5,868-71.5% | $4,937-66.1% | $5,851-71.4% |
| Admin fee / account holder | $6,530 | $13,435-51.4% | $9,703-32.7% | $11,598-43.7% |