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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 | $42,887 | $110,240-61.1% | $96,544-55.6% | $139,487-69.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 15.68% | 26.41%-10.7pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $259 | $5,549-95.3% | $4,851-94.7% | $6,713-96.1% |
| Admin fee / account holder | $1,239 | $11,602-89.3% | $8,254-85.0% | $11,407-89.1% |