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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 | $87,134 | $211,105-58.7% | $178,449-51.2% | $145,978-40.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 13.10% | 30.19%-17.1pp | 27.09%-14.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $707 | $6,959-89.8% | $6,277-88.7% | $6,690-89.4% |
| Admin fee / account holder | $5,725 | $12,017-52.4% | $10,362-44.7% | $13,400-57.3% |