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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 | $95,282 | $115,225-17.3% | $100,712-5.4% | $138,895-31.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 12.63% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $546 | $4,699-88.4% | $4,085-86.6% | $6,396-91.5% |
| Admin fee / account holder | $954 | $10,844-91.2% | $9,256-89.7% | $12,562-92.4% |