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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 | $44,353 | $199,109-77.7% | $173,730-74.5% | $154,746-71.3% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.6%-37.9pp | 80.7%-39.0pp |
| Annual return | 9.60% | 20.02%-10.4pp | 19.96%-10.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,953 | $7,113-72.5% | $6,326-69.1% | $6,730-71.0% |
| Admin fee / account holder | $7,041 | $20,916-66.3% | $17,523-59.8% | $14,365-51.0% |