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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 | $44,624 | $183,539-75.7% | $155,556-71.3% | $145,897-69.4% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 8.87% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,473 | $6,467-77.2% | $5,631-73.8% | $6,689-78.0% |
| Admin fee / account holder | $854 | $19,275-95.6% | $15,885-94.6% | $13,390-93.6% |