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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 | $87,659 | $174,379-49.7% | $152,093-42.4% | $138,895-36.9% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 12.00% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,326 | $6,159-78.5% | $5,451-75.7% | $6,396-79.3% |
| Admin fee / account holder | $1,437 | $16,880-91.5% | $14,497-90.1% | $12,562-88.6% |