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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 | $111,535-73.2% | $105,223-71.6% | $137,256-78.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 17.94% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $923 | $5,500-83.2% | $5,072-81.8% | $6,407-85.6% |
| Admin fee / account holder | $4,001 | $9,721-58.8% | $8,859-54.8% | $12,270-67.4% |