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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 | $98,733 | $153,769-35.8% | $133,975-26.3% | $273,972-64.0% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 4.17% | 36.51%-32.3pp | 29.29%-25.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,004 | $6,958-71.2% | $6,282-68.1% | $5,287-62.1% |
| Admin fee / account holder | $2,094 | $11,765-82.2% | $9,324-77.5% | $10,133-79.3% |