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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 | $107,138 | $71,197+50.5% | $93,669+14.4% | $80,925+32.4% |
| Participation rate | 32.7% | 60.4%-27.7pp | 68.7%-36.1pp | 67.7%-35.0pp |
| Annual return | 10.60% | 11.27%-0.7pp | 133.59%-123.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $898 | $4,036-77.8% | $4,416-79.7% | $4,299-79.1% |
| Admin fee / account holder | $6,960 | $6,9590% | $8,291-16.1% | $6,940+0.3% |