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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 | $182,893 | $97,289+88.0% | $92,805+97.1% | $155,188+17.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 11.04% | 29.03%-18.0pp | 31.59%-20.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,188 | $8,795-86.5% | $8,448-85.9% | $6,531-81.8% |
| Admin fee / account holder | $1,243 | $12,015-89.7% | $10,911-88.6% | $14,480-91.4% |