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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 | $94,809 | $185,312-48.8% | $161,489-41.3% | $154,746-38.7% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.7%-43.4pp | 80.7%-45.4pp |
| Annual return | 11.32% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,640 | $6,350-74.2% | $5,630-70.9% | $6,730-75.6% |
| Admin fee / account holder | $19,921 | $18,654+6.8% | $16,006+24.5% | $14,365+38.7% |