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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 | $110,392 | $147,556-25.2% | $129,031-14.4% | $198,609-44.4% |
| Participation rate | 35.3% | 77.2%-41.9pp | 73.4%-38.1pp | 82.4%-47.1pp |
| Annual return | 15.51% | 37.41%-21.9pp | 34.67%-19.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $813 | $5,760-85.9% | $5,217-84.4% | $6,977-88.3% |
| Admin fee / account holder | $1,230 | $15,467-92.0% | $13,208-90.7% | $19,030-93.5% |