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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 | $102,294 | $124,425-17.8% | $112,040-8.7% | $137,256-25.5% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 17.66% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $912 | $5,718-84.1% | $5,098-82.1% | $6,407-85.8% |
| Admin fee / account holder | $2,823 | $15,207-81.4% | $12,098-76.7% | $12,270-77.0% |