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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 | $40,948 | $165,381-75.2% | $149,730-72.7% | $158,966-74.2% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 9.32% | 348.29%-339.0pp | 276.70%-267.4pp | 302.95%-293.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,056 | $7,182-71.4% | $6,843-69.9% | $5,983-65.6% |
| Admin fee / account holder | $5,925 | $10,809-45.2% | $9,310-36.4% | $11,250-47.3% |