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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 | $70,323 | $185,312-62.1% | $161,489-56.5% | $154,746-54.6% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 10.80% | 103.84%-93.0pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $863 | $6,350-86.4% | $5,630-84.7% | $6,730-87.2% |
| Admin fee / account holder | $2,139 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |