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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 | $35,052 | $162,785-78.5% | $133,959-73.8% | $158,950-77.9% |
| Participation rate | 31.8% | 83.2%-51.4pp | 79.8%-48.0pp | 82.0%-50.1pp |
| Annual return | 10.66% | 41.94%-31.3pp | 45.09%-34.4pp | 302.91%-292.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $999 | $5,910-83.1% | $5,047-80.2% | $5,983-83.3% |
| Admin fee / account holder | $888 | $11,738-92.4% | $8,928-90.1% | $11,248-92.1% |