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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 | $38,535 | $103,392-62.7% | $87,104-55.8% | $152,897-74.8% |
| Participation rate | 43.5% | 79.4%-35.9pp | 76.9%-33.4pp | 82.5%-39.0pp |
| Annual return | 19.12% | 28.10%-9.0pp | 28.19%-9.1pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $834 | $4,778-82.6% | $4,048-79.4% | $5,851-85.8% |
| Admin fee / account holder | $3,207 | $12,194-73.7% | $7,491-57.2% | $11,599-72.3% |