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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 | $60,458 | $254,759-76.3% | $216,567-72.1% | $198,609-69.6% |
| Participation rate | 61.5% | 84.5%-23.0pp | 81.6%-20.1pp | 82.4%-20.8pp |
| Annual return | 16.03% | 10.04%+6.0pp | 12.94%+3.1pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,219 | $6,948-82.5% | $6,191-80.3% | $6,977-82.5% |
| Admin fee / account holder | $14,008 | $26,311-46.8% | $21,981-36.3% | $19,030-26.4% |