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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 | $91,962 | $199,109-53.8% | $173,730-47.1% | $154,746-40.6% |
| Participation rate | 13.0% | 82.8%-69.8pp | 79.6%-66.5pp | 80.7%-67.7pp |
| Annual return | 8.89% | 20.02%-11.1pp | 19.96%-11.1pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,843 | $7,113-74.1% | $6,326-70.9% | $6,730-72.6% |
| Admin fee / account holder | $393 | $20,916-98.1% | $17,523-97.8% | $14,365-97.3% |