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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 | $38,785 | $118,488-67.3% | $98,462-60.6% | $139,487-72.2% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 20.83% | 18.96%+1.9pp | 21.17%-0.3pp | 373.84%-353.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $762 | $5,393-85.9% | $4,738-83.9% | $6,713-88.7% |
| Admin fee / account holder | $527 | $13,868-96.2% | $8,875-94.1% | $11,407-95.4% |