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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 | $93,048 | $178,174-47.8% | $156,181-40.4% | $137,256-32.2% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 10.30% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,070 | $6,888-84.5% | $6,132-82.6% | $6,407-83.3% |
| Admin fee / account holder | $2,462 | $17,404-85.9% | $14,586-83.1% | $12,270-79.9% |