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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 | $49,078 | $208,088-76.4% | $186,193-73.6% | $154,746-68.3% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.1%-58.4pp | 80.7%-62.0pp |
| Annual return | 11.94% | 89.97%-78.0pp | 78.03%-66.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $410 | $7,078-94.2% | $6,513-93.7% | $6,730-93.9% |
| Admin fee / account holder | $4,993 | $11,698-57.3% | $11,058-54.8% | $14,365-65.2% |