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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 | $107,274 | $215,361-50.2% | $171,082-37.3% | $273,972-60.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.01% | 25.14%-17.1pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,555 | $4,967-48.6% | $4,002-36.2% | $4,869-47.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $976 | $10,846-91.0% | $8,520-88.5% | $10,133-90.4% |