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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 | $61,932 | $185,312-66.6% | $161,489-61.6% | $154,746-60.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 10.42% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $343 | $6,350-94.6% | $5,630-93.9% | $6,730-94.9% |
| Admin fee / account holder | $922 | $18,654-95.1% | $16,006-94.2% | $14,365-93.6% |