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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 | $45,803 | $135,956-66.3% | $123,894-63.0% | $273,972-83.3% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 13.18% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,100 | $6,343-82.7% | $5,984-81.6% | $5,287-79.2% |
| Admin fee / account holder | $14,532 | $9,817+48.0% | $8,357+73.9% | $10,133+43.4% |