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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 | $39,588 | $153,769-74.3% | $133,975-70.5% | $273,972-85.6% |
| Participation rate | 31.8% | 88.4%-56.5pp | 87.1%-55.2pp | 83.0%-51.2pp |
| Annual return | 7.47% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $856 | $6,958-87.7% | $6,282-86.4% | $5,287-83.8% |
| Admin fee / account holder | $2,381 | $11,765-79.8% | $9,324-74.5% | $10,133-76.5% |