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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 | $51,732 | $138,312-62.6% | $122,979-57.9% | $155,188-66.7% |
| Participation rate | 14.3% | 80.2%-65.9pp | 77.2%-62.9pp | 80.8%-66.5pp |
| Annual return | 8.21% | 22.06%-13.9pp | 20.12%-11.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $105 | $5,592-98.1% | $5,003-97.9% | $6,531-98.4% |
| Admin fee / account holder | $11,870 | $15,089-21.3% | $12,864-7.7% | $14,480-18.0% |