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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 | $70,042 | $135,905-48.5% | $126,068-44.4% | $198,609-64.7% |
| Participation rate | 53.8% | 85.6%-31.8pp | 84.7%-30.9pp | 82.4%-28.5pp |
| Annual return | 11.85% | 14.07%-2.2pp | 15.01%-3.2pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,030 | $8,523-87.9% | $8,214-87.5% | $6,977-85.2% |
| Admin fee / account holder | $6,698 | $21,036-68.2% | $18,264-63.3% | $19,030-64.8% |