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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 | $78,913 | $160,070-50.7% | $147,117-46.4% | $145,897-45.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.50% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,413 | $8,419-83.2% | $8,065-82.5% | $6,689-78.9% |
| Admin fee / account holder | $774 | $15,035-94.9% | $12,993-94.0% | $13,390-94.2% |