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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 | $62,193 | $88,672-29.9% | $105,223-40.9% | $82,448-24.6% |
| Participation rate | 37.2% | 67.9%-30.7pp | 75.0%-37.8pp | 68.1%-30.9pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $855 | $4,036-78.8% | $5,072-83.1% | $4,139-79.4% |
| Admin fee / account holder | $7,704 | $7,146+7.8% | $8,859-13.0% | $7,234+6.5% |