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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 | $61,259 | $212,777-71.2% | $173,703-64.7% | $198,609-69.2% |
| Participation rate | 63.6% | 81.1%-17.4pp | 75.9%-12.3pp | 82.4%-18.7pp |
| Annual return | 13.16% | 18.82%-5.7pp | 17.46%-4.3pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,527 | $5,697-73.2% | $4,854-68.5% | $6,977-78.1% |
| Admin fee / account holder | $711 | $19,536-96.4% | $15,562-95.4% | $19,030-96.3% |