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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 | $29,849 | $114,119-73.8% | $107,187-72.2% | $138,895-78.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 17.94% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $923 | $5,538-83.3% | $5,096-81.9% | $6,396-85.6% |
| Admin fee / account holder | $4,001 | $10,024-60.1% | $9,162-56.3% | $12,562-68.2% |