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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 | $99,755 | $107,666-7.3% | $102,184-2.4% | $154,746-35.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 14.60% | 29.33%-14.7pp | 31.58%-17.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,600 | $8,719-81.6% | $8,309-80.7% | $6,730-76.2% |
| Admin fee / account holder | $871 | $12,943-93.3% | $11,609-92.5% | $14,365-93.9% |