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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 | $56,411 | $160,028-64.7% | $147,080-61.6% | $145,884-61.3% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 17.70% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,983 | $8,422-76.5% | $8,066-75.4% | $6,690-70.4% |
| Admin fee / account holder | $6,137 | $15,030-59.2% | $12,989-52.8% | $13,392-54.2% |