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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 | $86,236 | $92,798-7.1% | $96,707-10.8% | $137,256-37.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 12.27% | 31.24%-19.0pp | 34.78%-22.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $672 | $5,877-88.6% | $5,997-88.8% | $6,407-89.5% |
| Admin fee / account holder | $688 | $7,946-91.3% | $7,503-90.8% | $12,270-94.4% |