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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 | $33,367 | $153,769-78.3% | $133,975-75.1% | $273,973-87.8% |
| Participation rate | 57.9% | 88.4%-30.5pp | 87.1%-29.2pp | 83.0%-25.1pp |
| Annual return | 7.65% | 36.51%-28.9pp | 29.29%-21.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,339 | $6,958-80.8% | $6,282-78.7% | $5,287-74.7% |
| Admin fee / account holder | $320 | $11,765-97.3% | $9,324-96.6% | $10,133-96.8% |