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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 | $76,747 | $115,911-33.8% | $100,530-23.7% | $158,950-51.7% |
| Participation rate | 61.9% | 81.6%-19.7pp | 79.4%-17.5pp | 82.0%-20.1pp |
| Annual return | 14.60% | 34.80%-20.2pp | 30.89%-16.3pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $885 | $6,676-86.7% | $6,271-85.9% | $5,983-85.2% |
| Admin fee / account holder | $12,971 | $10,999+17.9% | $8,083+60.5% | $11,248+15.3% |