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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 | $46,555 | $165,381-71.8% | $149,730-68.9% | $158,966-70.7% |
| Participation rate | 45.8% | 84.6%-38.7pp | 82.5%-36.6pp | 82.0%-36.1pp |
| Annual return | 14.59% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,735 | $7,182-75.8% | $6,843-74.6% | $5,983-71.0% |
| Admin fee / account holder | $13,289 | $10,809+22.9% | $9,310+42.7% | $11,250+18.1% |