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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 | $65,503 | $107,666-39.2% | $102,184-35.9% | $154,746-57.7% |
| Participation rate | 26.7% | 83.7%-57.1pp | 82.6%-55.9pp | 80.7%-54.0pp |
| Annual return | 17.92% | 29.33%-11.4pp | 31.58%-13.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,807 | $3,846-1.0% | $3,594+5.9% | $4,379-13.1% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $311 | $12,943-97.6% | $11,609-97.3% | $14,365-97.8% |