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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 | $56,697 | $157,296-64.0% | $141,191-59.8% | $152,897-62.9% |
| Participation rate | 21.7% | 84.8%-63.1pp | 82.5%-60.7pp | 82.5%-60.7pp |
| Annual return | 22.86% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $863 | $7,111-87.9% | $6,710-87.1% | $5,851-85.3% |
| Admin fee / account holder | $1,071 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |