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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 | $58,777 | $124,980-53.0% | $108,359-45.8% | $154,746-62.0% |
| Participation rate | 23.8% | 75.2%-51.4pp | 70.1%-46.3pp | 80.7%-56.9pp |
| Annual return | 9.59% | 45.00%-35.4pp | 36.89%-27.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $496 | $4,743-89.5% | $4,137-88.0% | $6,730-92.6% |
| Admin fee / account holder | $1,917 | $11,502-83.3% | $9,741-80.3% | $14,365-86.7% |