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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 | $70,829 | $140,592-49.6% | $123,106-42.5% | $125,388-43.5% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | -2.82% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,200 | $6,980-82.8% | $6,229-80.7% | $5,352-77.6% |
| Admin fee / account holder | $459 | $11,198-95.9% | $9,015-94.9% | $9,541-95.2% |