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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 | $31,509 | $228,352-86.2% | $185,835-83.0% | $158,966-80.2% |
| Participation rate | 52.9% | 82.3%-29.4pp | 78.0%-25.1pp | 82.0%-29.0pp |
| Annual return | 7.42% | 40.81%-33.4pp | 35.96%-28.5pp | 302.95%-295.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $426 | $6,416-93.4% | $5,633-92.4% | $5,983-92.9% |
| Admin fee / account holder | $21,651 | $11,867+82.5% | $9,502+127.9% | $11,250+92.5% |