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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 | $40,375 | $153,769-73.7% | $133,975-69.9% | $273,972-85.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 9.17% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,503 | $6,958-78.4% | $6,282-76.1% | $5,287-71.6% |
| Admin fee / account holder | $1,191 | $11,765-89.9% | $9,324-87.2% | $10,133-88.2% |