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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 | $126,216 | $181,896-30.6% | $156,551-19.4% | $273,972-53.9% |
| Participation rate | 47.1% | 88.4%-41.3pp | 84.0%-37.0pp | 83.0%-36.0pp |
| Annual return | 5.61% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $253 | $5,550-95.4% | $4,871-94.8% | $5,287-95.2% |
| Admin fee / account holder | $3,551 | $15,560-77.2% | $13,028-72.7% | $10,133-65.0% |