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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 | $29,761 | $142,430-79.1% | $115,170-74.2% | $152,885-80.5% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.5%-57.5pp |
| Annual return | 15.51% | 41.48%-26.0pp | 35.60%-20.1pp | 345.39%-329.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $456 | $5,165-91.2% | $4,169-89.1% | $5,851-92.2% |
| Admin fee / account holder | $4,352 | $8,464-48.6% | $7,089-38.6% | $11,598-62.5% |