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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 | $62,014 | $184,014-66.3% | $161,149-61.5% | $138,895-55.4% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.8%-36.0pp | 79.9%-37.1pp |
| Annual return | 11.83% | 21.52%-9.7pp | 21.16%-9.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $647 | $6,909-90.6% | $6,153-89.5% | $6,396-89.9% |
| Admin fee / account holder | $15,206 | $18,027-15.6% | $15,194+0.1% | $12,562+21.0% |