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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 | $61,715 | $182,442-66.2% | $163,379-62.2% | $138,895-55.6% |
| Participation rate | 21.1% | 79.8%-58.7pp | 76.8%-55.8pp | 79.9%-58.9pp |
| Annual return | 20.27% | 72.74%-52.5pp | 63.41%-43.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $633 | $6,817-90.7% | $6,282-89.9% | $6,396-90.1% |
| Admin fee / account holder | $20,039 | $10,396+92.8% | $9,818+104.1% | $12,562+59.5% |