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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 | $56,985 | $183,539-69.0% | $155,556-63.4% | $145,897-60.9% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 12.84% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,019 | $6,467-84.2% | $5,631-81.9% | $6,689-84.8% |
| Admin fee / account holder | $26,836 | $19,275+39.2% | $15,885+68.9% | $13,390+100.4% |