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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 | $48,870 | $157,296-68.9% | $141,191-65.4% | $152,897-68.0% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.5%-40.3pp |
| Annual return | 19.95% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,352 | $7,111-81.0% | $6,710-79.8% | $5,851-76.9% |
| Admin fee / account holder | $862 | $12,125-92.9% | $10,264-91.6% | $11,599-92.6% |