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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 | $49,010 | $181,896-73.1% | $156,551-68.7% | $273,972-82.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 4.94% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,125 | $5,550-79.7% | $4,871-76.9% | $5,287-78.7% |
| Admin fee / account holder | $9,189 | $15,560-40.9% | $13,028-29.5% | $10,133-9.3% |