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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 | $77,080 | $217,432-64.5% | $185,849-58.5% | $167,536-54.0% |
| Participation rate | 56.5% | 86.1%-29.5pp | 81.7%-25.2pp | 82.1%-25.6pp |
| Annual return | 9.45% | 148.42%-139.0pp | 122.10%-112.6pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,073 | $6,357-67.4% | $5,569-62.8% | $6,342-67.3% |
| Admin fee / account holder | $1,263 | $19,818-93.6% | $16,244-92.2% | $12,315-89.7% |