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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 | $28,309 | $138,312-79.5% | $122,979-77.0% | $155,188-81.8% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 10.48% | 22.06%-11.6pp | 20.12%-9.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,375 | $5,592-75.4% | $5,003-72.5% | $6,531-79.0% |
| Admin fee / account holder | $1,393 | $15,089-90.8% | $12,864-89.2% | $14,480-90.4% |