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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 | $66,081 | $185,312-64.3% | $161,489-59.1% | $154,746-57.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 13.45% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $613 | $6,350-90.3% | $5,630-89.1% | $6,730-90.9% |
| Admin fee / account holder | $9,390 | $18,654-49.7% | $16,006-41.3% | $14,365-34.6% |