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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 | $51,324 | $174,379-70.6% | $152,093-66.3% | $138,895-63.0% |
| Participation rate | 5.9% | 81.6%-75.8pp | 77.8%-71.9pp | 79.9%-74.0pp |
| Annual return | 12.53% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $155 | $6,159-97.5% | $5,451-97.2% | $6,396-97.6% |
| Admin fee / account holder | $10,016 | $16,880-40.7% | $14,497-30.9% | $12,562-20.3% |