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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 | $60,458 | $178,174-66.1% | $156,181-61.3% | $137,256-56.0% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 16.03% | 84.19%-68.2pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,219 | $6,888-82.3% | $6,132-80.1% | $6,407-81.0% |
| Admin fee / account holder | $14,008 | $17,404-19.5% | $14,586-4.0% | $12,270+14.2% |