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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 | $111,396 | $185,312-39.9% | $161,489-31.0% | $154,746-28.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 10.08% | 103.84%-93.8pp | 89.72%-79.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $702 | $6,350-88.9% | $5,630-87.5% | $6,730-89.6% |
| Admin fee / account holder | $625 | $18,654-96.6% | $16,006-96.1% | $14,365-95.6% |