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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 | $28,712 | $142,354-79.8% | $125,529-77.1% | $155,188-81.5% |
| Participation rate | 31.8% | 78.1%-46.2pp | 74.7%-42.9pp | 80.8%-49.0pp |
| Annual return | 7.23% | 306.06%-298.8pp | 202.56%-195.3pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $386 | $5,491-93.0% | $4,813-92.0% | $6,531-94.1% |
| Admin fee / account holder | $26,107 | $19,392+34.6% | $16,298+60.2% | $14,480+80.3% |