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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 | $124,101 | $153,769-19.3% | $133,975-7.4% | $273,972-54.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 6.33% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,346 | $6,958-80.7% | $6,282-78.6% | $5,287-74.5% |
| Admin fee / account holder | $593 | $11,765-95.0% | $9,324-93.6% | $10,133-94.1% |