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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 | $78,444 | $212,777-63.1% | $173,703-54.8% | $198,609-60.5% |
| Participation rate | 56.5% | 81.1%-24.5pp | 75.9%-19.4pp | 82.4%-25.9pp |
| Annual return | 6.50% | 18.82%-12.3pp | 17.46%-11.0pp | 202.70%-196.2pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $904 | $5,697-84.1% | $4,854-81.4% | $6,977-87.0% |
| Admin fee / account holder | $2,997 | $19,536-84.7% | $15,562-80.7% | $19,030-84.3% |