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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 | $84,031 | $176,105-52.3% | $159,474-47.3% | $167,536-49.8% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 12.56% | 331.91%-319.4pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $361 | $7,751-95.3% | $7,353-95.1% | $6,342-94.3% |
| Admin fee / account holder | $11,878 | $12,559-5.4% | $10,802+10.0% | $12,315-3.5% |