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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 | $43,391 | $157,829-72.5% | $136,867-68.3% | $198,609-78.2% |
| Participation rate | 16.7% | 77.2%-60.5pp | 74.5%-57.9pp | 82.4%-65.7pp |
| Annual return | 10.79% | 51.25%-40.5pp | 42.97%-32.2pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $497 | $5,463-90.9% | $4,924-89.9% | $6,977-92.9% |
| Admin fee / account holder | $8,313 | $11,107-25.2% | $10,340-19.6% | $19,030-56.3% |