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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 | $223,823-75.4% | $211,142-73.9% | $154,746-64.4% |
| Participation rate | 30.8% | 87.9%-57.1pp | 87.3%-56.5pp | 80.7%-49.9pp |
| Annual return | 19.58% | 50.39%-30.8pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,397 | $9,750-75.4% | $9,284-74.2% | $6,730-64.4% |
| Admin fee / account holder | $7,321 | $19,707-62.9% | $19,076-61.6% | $14,365-49.0% |