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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 | $100,970-64.7% | $96,576-63.1% | $137,256-74.0% |
| Participation rate | 30.0% | 82.6%-52.6pp | 81.4%-51.4pp | 80.0%-50.0pp |
| Annual return | 15.10% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $801 | $8,286-90.3% | $7,956-89.9% | $6,407-87.5% |
| Admin fee / account holder | $8,665 | $11,312-23.4% | $11,381-23.9% | $12,270-29.4% |