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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 | $126,378 | $160,028-21.0% | $147,080-14.1% | $145,884-13.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.91% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,582 | $8,422-81.2% | $8,066-80.4% | $6,690-76.3% |
| Admin fee / account holder | $7,412 | $15,030-50.7% | $12,989-42.9% | $13,392-44.7% |