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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 | $74,287 | $185,856-60.0% | $170,028-56.3% | $139,456-46.7% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 15.43% | 60.52%-45.1pp | 53.39%-38.0pp | 373.45%-358.0pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,284 | $11,623-80.4% | $10,409-78.1% | $6,711-66.0% |
| Admin fee / account holder | $12,111 | $15,387-21.3% | $12,820-5.5% | $11,407+6.2% |