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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 | $89,353 | $123,155-27.4% | $108,753-17.8% | $155,188-42.4% |
| Participation rate | 64.7% | 75.6%-10.9pp | 71.1%-6.4pp | 80.8%-16.1pp |
| Annual return | 14.51% | 44.73%-30.2pp | 37.47%-23.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $984 | $4,623-78.7% | $4,115-76.1% | $6,531-84.9% |
| Admin fee / account holder | $12,660 | $12,126+4.4% | $10,320+22.7% | $14,480-12.6% |