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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 | $86,916 | $139,948-37.9% | $121,663-28.6% | $154,746-43.8% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 10.90% | 230.52%-219.6pp | 147.54%-136.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $586 | $5,629-89.6% | $4,887-88.0% | $6,730-91.3% |
| Admin fee / account holder | $4,601 | $17,321-73.4% | $14,289-67.8% | $14,365-68.0% |