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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 | $103,757 | $165,381-37.3% | $149,730-30.7% | $158,966-34.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 17.78% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,015 | $7,182-85.9% | $6,843-85.2% | $5,983-83.0% |
| Admin fee / account holder | $1,207 | $10,809-88.8% | $9,310-87.0% | $11,250-89.3% |