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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 | $61,325 | $153,769-60.1% | $133,975-54.2% | $273,972-77.6% |
| Participation rate | 45.8% | 88.4%-42.5pp | 87.1%-41.2pp | 83.0%-37.2pp |
| Annual return | 7.01% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,074 | $6,958-70.2% | $6,282-67.0% | $5,287-60.8% |
| Admin fee / account holder | $43,099 | $11,765+266.3% | $9,324+362.2% | $10,133+325.3% |