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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 | $66,836 | $199,109-66.4% | $173,730-61.5% | $154,746-56.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 11.20% | 20.02%-8.8pp | 19.96%-8.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $582 | $7,113-91.8% | $6,326-90.8% | $6,730-91.3% |
| Admin fee / account holder | $955 | $20,916-95.4% | $17,523-94.5% | $14,365-93.4% |