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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 | $71,735 | $196,972-63.6% | $182,262-60.6% | $198,609-63.9% |
| Participation rate | 27.8% | 85.7%-57.9pp | 84.2%-56.4pp | 82.4%-54.6pp |
| Annual return | 11.75% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,195 | $8,643-63.0% | $8,276-61.4% | $6,977-54.2% |
| Admin fee / account holder | $923 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |