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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 | $64,940 | $124,980-48.0% | $108,359-40.1% | $154,746-58.0% |
| Participation rate | 39.1% | 75.2%-36.0pp | 70.1%-31.0pp | 80.7%-41.6pp |
| Annual return | 14.40% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,212 | $4,743-74.5% | $4,137-70.7% | $6,730-82.0% |
| Admin fee / account holder | $5,696 | $11,502-50.5% | $9,741-41.5% | $14,365-60.3% |