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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 | $85,438 | $148,629-42.5% | $135,982-37.2% | $139,487-38.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.27% | 79.33%-66.1pp | 68.32%-55.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,012 | $8,102-75.2% | $7,760-74.1% | $6,713-70.0% |
| Admin fee / account holder | $912 | $12,406-92.7% | $10,767-91.5% | $11,407-92.0% |