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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 | $41,897 | $110,337-62.0% | $102,383-59.1% | $145,877-71.3% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 18.63% | 24.83%-6.2pp | 24.94%-6.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $205 | $5,621-96.4% | $5,060-95.9% | $6,691-96.9% |
| Admin fee / account holder | $13,235 | $9,750+35.8% | $8,391+57.7% | $13,402-1.2% |