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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 | $165,399-34.6% | $149,745-27.8% | $158,982-32.0% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 15.52% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,010 | $7,183-85.9% | $6,843-85.2% | $5,983-83.1% |
| Admin fee / account holder | $3,030 | $10,811-72.0% | $9,312-67.5% | $11,252-73.1% |