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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 | $38,074 | $142,430-73.3% | $115,170-66.9% | $152,897-75.1% |
| Participation rate | 35.7% | 82.4%-46.6pp | 75.9%-40.2pp | 82.5%-46.7pp |
| Annual return | 21.40% | 41.48%-20.1pp | 35.60%-14.2pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $849 | $5,165-83.6% | $4,169-79.6% | $5,851-85.5% |
| Admin fee / account holder | $4,720 | $8,464-44.2% | $7,089-33.4% | $11,599-59.3% |