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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 | $74,086 | $176,120-57.9% | $159,487-53.5% | $167,553-55.8% |
| Participation rate | 42.1% | 85.0%-42.8pp | 82.8%-40.7pp | 82.1%-40.0pp |
| Annual return | 10.30% | 331.95%-321.6pp | 263.71%-253.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,278 | $7,752-83.5% | $7,354-82.6% | $6,343-79.9% |
| Admin fee / account holder | $5,276 | $12,561-58.0% | $10,804-51.2% | $12,316-57.2% |