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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 | $91,702 | $183,516-50.0% | $155,534-41.0% | $145,884-37.1% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 19.86% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,066 | $6,467-83.5% | $5,630-81.1% | $6,690-84.1% |
| Admin fee / account holder | $1,508 | $19,293-92.2% | $15,900-90.5% | $13,392-88.7% |