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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 | $79,798 | $124,425-35.9% | $112,040-28.8% | $137,256-41.9% |
| Participation rate | 19.0% | 79.3%-60.3pp | 76.5%-57.4pp | 80.0%-60.9pp |
| Annual return | 15.27% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $509 | $5,718-91.1% | $5,098-90.0% | $6,407-92.0% |
| Admin fee / account holder | $2,019 | $15,207-86.7% | $12,098-83.3% | $12,270-83.5% |