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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 | $51,239 | $138,312-63.0% | $122,979-58.3% | $155,188-67.0% |
| Participation rate | 58.3% | 80.2%-21.9pp | 77.2%-18.9pp | 80.8%-22.5pp |
| Annual return | 9.91% | 22.06%-12.2pp | 20.12%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,117 | $5,592-80.0% | $5,003-77.7% | $6,531-82.9% |
| Admin fee / account holder | $412 | $15,089-97.3% | $12,864-96.8% | $14,480-97.2% |