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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 | $48,459 | $162,812-70.2% | $133,971-63.8% | $158,966-69.5% |
| Participation rate | 35.7% | 83.2%-47.5pp | 79.8%-44.1pp | 82.0%-46.2pp |
| Annual return | 18.28% | 41.94%-23.7pp | 45.09%-26.8pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $527 | $5,910-91.1% | $5,047-89.6% | $5,983-91.2% |
| Admin fee / account holder | $1,095 | $11,741-90.7% | $8,929-87.7% | $11,250-90.3% |