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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 | $77,695 | $157,304-50.6% | $141,197-45.0% | $152,909-49.2% |
| Participation rate | 29.2% | 84.8%-55.7pp | 82.5%-53.3pp | 82.5%-53.3pp |
| Annual return | 24.67% | 64.34%-39.7pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,179 | $7,111-69.4% | $6,710-67.5% | $5,851-62.8% |
| Admin fee / account holder | $8,031 | $12,126-33.8% | $10,265-21.8% | $11,601-30.8% |