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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 | $73,542 | $282,059-73.9% | $213,469-65.5% | $154,746-52.5% |
| Participation rate | 23.5% | 82.7%-59.1pp | 77.1%-53.6pp | 80.7%-57.2pp |
| Annual return | 17.75% | 20.90%-3.2pp | 20.58%-2.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,568 | $8,186-80.8% | $6,841-77.1% | $6,730-76.7% |
| Admin fee / account holder | $1,454 | $37,435-96.1% | $27,141-94.6% | $14,365-89.9% |