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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 | $102,609-36.2% | $98,090-33.2% | $138,895-52.8% |
| Participation rate | 26.7% | 82.8%-56.1pp | 81.5%-54.9pp | 79.9%-53.3pp |
| Annual return | 17.92% | 36.44%-18.5pp | 37.05%-19.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,807 | $3,867-1.6% | $3,606+5.6% | $4,194-9.2% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $311 | $11,434-97.3% | $11,815-97.4% | $12,562-97.5% |