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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 | $72,139 | $172,111-58.1% | $150,298-52.0% | $137,256-47.4% |
| Participation rate | 15.0% | 81.7%-66.7pp | 77.8%-62.8pp | 80.0%-65.0pp |
| Annual return | 14.77% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $467 | $6,166-92.4% | $5,453-91.4% | $6,407-92.7% |
| Admin fee / account holder | $5,225 | $16,471-68.3% | $14,116-63.0% | $12,270-57.4% |