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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 | $86,437 | $100,970-14.4% | $96,576-10.5% | $137,256-37.0% |
| Participation rate | 64.7% | 82.6%-17.9pp | 81.4%-16.7pp | 80.0%-15.3pp |
| Annual return | 14.37% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $886 | $8,286-89.3% | $7,956-88.9% | $6,407-86.2% |
| Admin fee / account holder | $1,266 | $11,312-88.8% | $11,381-88.9% | $12,270-89.7% |