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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 | $213,785-68.7% | $185,441-64.0% | $155,188-56.9% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 11.20% | 19.97%-8.8pp | 20.16%-9.0pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $582 | $6,864-91.5% | $6,152-90.5% | $6,531-91.1% |
| Admin fee / account holder | $955 | $21,134-95.5% | $17,890-94.7% | $14,480-93.4% |