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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 | $33,474 | $86,298-61.2% | $111,308-69.9% | $85,847-61.0% |
| Participation rate | 37.0% | 73.3%-36.3pp | 77.3%-40.3pp | 69.3%-32.3pp |
| Annual return | 12.22% | 19.99%-7.8pp | 54.67%-42.4pp | 318.61%-306.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $646 | $3,641-82.3% | $4,487-85.6% | $3,952-83.7% |
| Admin fee / account holder | $7,643 | $8,189-6.7% | $7,965-4.0% | $6,261+22.1% |