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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 | $60,336 | $165,351-63.5% | $149,710-59.7% | $158,931-62.0% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 15.62% | 348.19%-332.6pp | 276.63%-261.0pp | 302.86%-287.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $976 | $7,181-86.4% | $6,842-85.7% | $5,982-83.7% |
| Admin fee / account holder | $653 | $10,807-94.0% | $9,309-93.0% | $11,247-94.2% |