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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 | $39,180 | $117,859-66.8% | $102,438-61.8% | $145,959-73.2% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 8.86% | 31.72%-22.9pp | 29.37%-20.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,511 | $5,732-73.6% | $5,054-70.1% | $6,689-77.4% |
| Admin fee / account holder | $18,245 | $13,318+37.0% | $9,448+93.1% | $13,398+36.2% |