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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 | $124,980-37.3% | $108,359-27.7% | $154,746-49.4% |
| Participation rate | 30.4% | 75.2%-44.7pp | 70.1%-39.7pp | 80.7%-50.3pp |
| Annual return | 8.91% | 45.00%-36.1pp | 36.89%-28.0pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $905 | $4,743-80.9% | $4,137-78.1% | $6,730-86.6% |
| Admin fee / account holder | $17,251 | $11,502+50.0% | $9,741+77.1% | $14,365+20.1% |