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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 | $126,661-59.5% | $113,397-54.8% | $138,895-63.1% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 9.91% | 25.05%-15.1pp | 23.20%-13.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,117 | $5,693-80.4% | $5,076-78.0% | $6,396-82.5% |
| Admin fee / account holder | $412 | $14,549-97.2% | $11,957-96.6% | $12,562-96.7% |