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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 | $95,491 | $165,381-42.3% | $149,730-36.2% | $158,966-39.9% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 18.71% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $373 | $7,182-94.8% | $6,843-94.6% | $5,983-93.8% |
| Admin fee / account holder | $777 | $10,809-92.8% | $9,310-91.7% | $11,250-93.1% |