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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 | $149,020 | $97,289+53.2% | $92,805+60.6% | $155,188-4.0% |
| Participation rate | 40.0% | 84.2%-44.2pp | 83.5%-43.5pp | 80.8%-40.8pp |
| Annual return | 14.43% | 29.03%-14.6pp | 31.59%-17.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $809 | $8,795-90.8% | $8,448-90.4% | $6,531-87.6% |
| Admin fee / account holder | $1,444 | $12,015-88.0% | $10,911-86.8% | $14,480-90.0% |