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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 | $32,276 | $185,312-82.6% | $161,489-80.0% | $154,746-79.1% |
| Participation rate | 38.9% | 82.5%-43.6pp | 78.7%-39.8pp | 80.7%-41.8pp |
| Annual return | 12.00% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $936 | $6,350-85.3% | $5,630-83.4% | $6,730-86.1% |
| Admin fee / account holder | $3,581 | $18,654-80.8% | $16,006-77.6% | $14,365-75.1% |