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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 | $41,059 | $153,769-73.3% | $133,975-69.4% | $273,972-85.0% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 6.38% | 36.51%-30.1pp | 29.29%-22.9pp | 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 | $1,018 | $6,958-85.4% | $6,282-83.8% | $5,287-80.7% |
| Admin fee / account holder | $1,615 | $11,765-86.3% | $9,324-82.7% | $10,133-84.1% |