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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 | $83,353 | $138,312-39.7% | $122,979-32.2% | $155,188-46.3% |
| Participation rate | 52.2% | 80.2%-28.0pp | 77.2%-25.0pp | 80.8%-28.6pp |
| Annual return | 8.64% | 22.06%-13.4pp | 20.12%-11.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,640 | $5,592-70.7% | $5,003-67.2% | $6,531-74.9% |
| Admin fee / account holder | $53,301 | $15,089+253.2% | $12,864+314.3% | $14,480+268.1% |