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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 | $108,095 | $165,351-34.6% | $149,710-27.8% | $158,931-32.0% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.8pp |
| Annual return | 15.52% | 348.19%-332.7pp | 276.63%-261.1pp | 302.86%-287.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,010 | $7,181-85.9% | $6,842-85.2% | $5,982-83.1% |
| Admin fee / account holder | $3,030 | $10,807-72.0% | $9,309-67.5% | $11,247-73.1% |