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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 | $184,014-68.8% | $161,149-64.3% | $138,895-58.6% |
| Participation rate | 23.5% | 82.1%-58.5pp | 78.8%-55.3pp | 79.9%-56.4pp |
| Annual return | 11.64% | 21.52%-9.9pp | 21.16%-9.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $925 | $6,909-86.6% | $6,153-85.0% | $6,396-85.5% |
| Admin fee / account holder | $7,688 | $18,027-57.4% | $15,194-49.4% | $12,562-38.8% |