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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 | $69,306 | $157,276-55.9% | $141,177-50.9% | $152,885-54.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.23% | 64.33%-48.1pp | 71.40%-55.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $935 | $7,110-86.9% | $6,710-86.1% | $5,851-84.0% |
| Admin fee / account holder | $1,323 | $12,123-89.1% | $10,263-87.1% | $11,598-88.6% |