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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 | $42,350 | $85,060-50.2% | $70,565-40.0% | $139,487-69.6% |
| Participation rate | 9.1% | 73.9%-64.8pp | 68.4%-59.3pp | 80.3%-71.2pp |
| Annual return | 14.22% | 30.39%-16.2pp | 32.79%-18.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $481 | $5,891-91.8% | $4,568-89.5% | $6,713-92.8% |
| Admin fee / account holder | $11,461 | $8,932+28.3% | $6,430+78.2% | $11,407+0.5% |