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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 | $68,703 | $114,119-39.8% | $107,187-35.9% | $138,895-50.5% |
| Participation rate | 39.1% | 78.1%-38.9pp | 75.0%-35.9pp | 79.9%-40.8pp |
| Annual return | 12.27% | 273.21%-260.9pp | 204.55%-192.3pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,400 | $5,538-74.7% | $5,096-72.5% | $6,396-78.1% |
| Admin fee / account holder | $8,008 | $10,024-20.1% | $9,162-12.6% | $12,562-36.3% |