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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 | $61,442 | $117,829-47.9% | $102,423-40.0% | $145,877-57.9% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 10.56% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,472 | $5,732-74.3% | $5,054-70.9% | $6,691-78.0% |
| Admin fee / account holder | $9,159 | $13,335-31.3% | $9,455-3.1% | $13,402-31.7% |