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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 | $35,551 | $176,786-79.9% | $146,643-75.8% | $167,536-78.8% |
| Participation rate | 30.4% | 83.6%-53.2pp | 80.1%-49.6pp | 82.1%-51.7pp |
| Annual return | 10.66% | 24.04%-13.4pp | 22.75%-12.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $616 | $6,440-90.4% | $5,506-88.8% | $6,342-90.3% |
| Admin fee / account holder | $1,403 | $13,262-89.4% | $10,280-86.4% | $12,315-88.6% |