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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 | $74,394 | $114,119-34.8% | $107,187-30.6% | $138,895-46.4% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 79.9%-41.5pp |
| Annual return | 14.32% | 273.21%-258.9pp | 204.55%-190.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,289 | $5,538-76.7% | $5,096-74.7% | $6,396-79.8% |
| Admin fee / account holder | $1,117 | $10,024-88.9% | $9,162-87.8% | $12,562-91.1% |