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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 | $57,468 | $178,174-67.7% | $156,181-63.2% | $137,256-58.1% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.8%-55.3pp | 80.0%-56.4pp |
| Annual return | 11.64% | 84.19%-72.6pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $925 | $6,888-86.6% | $6,132-84.9% | $6,407-85.6% |
| Admin fee / account holder | $7,688 | $17,404-55.8% | $14,586-47.3% | $12,270-37.3% |