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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 | $68,810 | $124,425-44.7% | $112,040-38.6% | $137,256-49.9% |
| Participation rate | 27.8% | 79.3%-51.5pp | 76.5%-48.7pp | 80.0%-52.2pp |
| Annual return | 17.71% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,073 | $5,718-81.2% | $5,098-79.0% | $6,407-83.3% |
| Admin fee / account holder | $23,160 | $15,207+52.3% | $12,098+91.4% | $12,270+88.8% |