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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 | $51,839 | $115,911-55.3% | $100,530-48.4% | $158,950-67.4% |
| Participation rate | 5.6% | 81.6%-76.0pp | 79.4%-73.9pp | 82.0%-76.4pp |
| Annual return | 16.95% | 34.80%-17.9pp | 30.89%-13.9pp | 302.91%-286.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $401 | $6,676-94.0% | $6,271-93.6% | $5,983-93.3% |
| Admin fee / account holder | $10,945 | $10,999-0.5% | $8,083+35.4% | $11,248-2.7% |