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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 | $66,059 | $91,559-27.9% | $133,978-50.7% | $79,856-17.3% |
| Participation rate | 46.9% | 73.3%-26.4pp | 79.8%-32.9pp | 69.6%-22.7pp |
| Annual return | 13.18% | 61.85%-48.7pp | 45.10%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $366 | $3,734-90.2% | $5,047-92.7% | $3,741-90.2% |
| Admin fee / account holder | $6,638 | $6,321+5.0% | $8,930-25.7% | $5,306+25.1% |