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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 | $78,380 | $184,014-57.4% | $161,149-51.4% | $138,895-43.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 12.62% | 21.52%-8.9pp | 21.16%-8.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $734 | $6,909-89.4% | $6,153-88.1% | $6,396-88.5% |
| Admin fee / account holder | $1,371 | $18,027-92.4% | $15,194-91.0% | $12,562-89.1% |