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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 | $213,785-71.0% | $185,441-66.6% | $155,188-60.0% |
| Participation rate | 42.9% | 83.2%-40.4pp | 80.3%-37.4pp | 80.8%-37.9pp |
| Annual return | 11.83% | 19.97%-8.1pp | 20.16%-8.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $647 | $6,864-90.6% | $6,152-89.5% | $6,531-90.1% |
| Admin fee / account holder | $15,206 | $21,134-28.0% | $17,890-15.0% | $14,480+5.0% |