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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 | $67,460 | $196,972-65.8% | $182,262-63.0% | $198,609-66.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.64% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,592 | $8,643-58.4% | $8,276-56.6% | $6,977-48.5% |
| Admin fee / account holder | $516 | $18,429-97.2% | $16,712-96.9% | $19,030-97.3% |