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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 | $28,801 | $165,381-82.6% | $149,730-80.8% | $158,966-81.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 8.92% | 348.29%-339.4pp | 276.70%-267.8pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,428 | $7,182-80.1% | $6,843-79.1% | $5,983-76.1% |
| Admin fee / account holder | $6,329 | $10,809-41.5% | $9,310-32.0% | $11,250-43.7% |