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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 | $63,661 | $275,752-76.9% | $256,809-75.2% | $198,609-67.9% |
| Participation rate | 63.6% | 89.2%-25.5pp | 88.5%-24.9pp | 82.4%-18.7pp |
| Annual return | 10.56% | 34.81%-24.3pp | 32.73%-22.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,585 | $10,037-64.3% | $9,520-62.3% | $6,977-48.6% |
| Admin fee / account holder | $456 | $25,716-98.2% | $25,146-98.2% | $19,030-97.6% |