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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 | $35,166 | $223,823-84.3% | $211,142-83.3% | $154,746-77.3% |
| Participation rate | 68.4% | 87.9%-19.4pp | 87.3%-18.9pp | 80.7%-12.3pp |
| Annual return | 11.90% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,926 | $9,750-80.2% | $9,284-79.3% | $6,730-71.4% |
| Admin fee / account holder | $1,202 | $19,707-93.9% | $19,076-93.7% | $14,365-91.6% |