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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 | $78,335 | $156,616-50.0% | $133,346-41.3% | $198,609-60.6% |
| Participation rate | 30.4% | 77.7%-47.3pp | 72.8%-42.4pp | 82.4%-51.9pp |
| Annual return | 8.91% | 44.25%-35.3pp | 36.85%-27.9pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $905 | $4,920-81.6% | $4,332-79.1% | $6,977-87.0% |
| Admin fee / account holder | $17,251 | $17,468-1.2% | $14,264+20.9% | $19,030-9.3% |