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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 | $136,860-53.8% | $120,344-47.4% | $154,746-59.1% |
| Participation rate | 36.4% | 79.9%-43.5pp | 76.7%-40.3pp | 80.7%-44.3pp |
| Annual return | 10.78% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $782 | $5,793-86.5% | $5,135-84.8% | $6,730-88.4% |
| Admin fee / account holder | $3,616 | $15,393-76.5% | $12,742-71.6% | $14,365-74.8% |