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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 | $107,666-19.7% | $102,184-15.4% | $154,746-44.1% |
| Participation rate | 64.7% | 83.7%-19.0pp | 82.6%-17.9pp | 80.7%-16.0pp |
| Annual return | 14.37% | 29.33%-15.0pp | 31.58%-17.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $886 | $8,719-89.8% | $8,309-89.3% | $6,730-86.8% |
| Admin fee / account holder | $1,266 | $12,943-90.2% | $11,609-89.1% | $14,365-91.2% |