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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 | $123,155-22.6% | $108,753-12.4% | $155,188-38.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 12.63% | 44.73%-32.1pp | 37.47%-24.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $546 | $4,623-88.2% | $4,115-86.7% | $6,531-91.6% |
| Admin fee / account holder | $954 | $12,126-92.1% | $10,320-90.8% | $14,480-93.4% |