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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 | $213,785-63.3% | $185,441-57.7% | $155,188-49.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 12.62% | 19.97%-7.3pp | 20.16%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $734 | $6,864-89.3% | $6,152-88.1% | $6,531-88.8% |
| Admin fee / account holder | $1,371 | $21,134-93.5% | $17,890-92.3% | $14,480-90.5% |