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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 | $55,157 | $275,752-80.0% | $256,809-78.5% | $198,609-72.2% |
| Participation rate | 30.8% | 89.2%-58.4pp | 88.5%-57.8pp | 82.4%-51.6pp |
| Annual return | 19.58% | 34.81%-15.2pp | 32.73%-13.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,397 | $10,037-76.1% | $9,520-74.8% | $6,977-65.6% |
| Admin fee / account holder | $7,321 | $25,716-71.5% | $25,146-70.9% | $19,030-61.5% |