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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 | $79,580 | $139,948-43.1% | $121,663-34.6% | $154,746-48.6% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 12.86% | 230.52%-217.7pp | 147.54%-134.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,217 | $5,629-78.4% | $4,887-75.1% | $6,730-81.9% |
| Admin fee / account holder | $861 | $17,321-95.0% | $14,289-94.0% | $14,365-94.0% |