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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 | $35,628 | $107,666-66.9% | $102,184-65.1% | $154,746-77.0% |
| Participation rate | 30.0% | 83.7%-53.7pp | 82.6%-52.6pp | 80.7%-50.7pp |
| Annual return | 15.10% | 29.33%-14.2pp | 31.58%-16.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $801 | $8,719-90.8% | $8,309-90.4% | $6,730-88.1% |
| Admin fee / account holder | $8,665 | $12,943-33.1% | $11,609-25.4% | $14,365-39.7% |