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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 | $83,039 | $154,228-46.2% | $145,433-42.9% | $137,256-39.5% |
| Participation rate | 21.4% | 83.8%-62.4pp | 82.1%-60.7pp | 80.0%-58.5pp |
| Annual return | 17.54% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,476 | $8,216-82.0% | $7,897-81.3% | $6,407-77.0% |
| Admin fee / account holder | $742 | $14,344-94.8% | $13,129-94.3% | $12,270-94.0% |