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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 | $63,261 | $138,312-54.3% | $122,979-48.6% | $155,188-59.2% |
| Participation rate | 36.4% | 80.2%-43.8pp | 77.2%-40.8pp | 80.8%-44.4pp |
| Annual return | 10.78% | 22.06%-11.3pp | 20.12%-9.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $782 | $5,592-86.0% | $5,003-84.4% | $6,531-88.0% |
| Admin fee / account holder | $3,616 | $15,089-76.0% | $12,864-71.9% | $14,480-75.0% |