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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 | $105,694 | $275,752-61.7% | $256,809-58.8% | $198,609-46.8% |
| Participation rate | 20.0% | 89.2%-69.2pp | 88.5%-68.5pp | 82.4%-62.4pp |
| Annual return | 15.64% | 34.81%-19.2pp | 32.73%-17.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,737 | $10,037-62.8% | $9,520-60.7% | $6,977-46.4% |
| Admin fee / account holder | $627 | $25,716-97.6% | $25,146-97.5% | $19,030-96.7% |