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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 | $40,411 | $228,352-82.3% | $185,835-78.3% | $158,966-74.6% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 7.93% | 40.81%-32.9pp | 35.96%-28.0pp | 302.95%-295.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $816 | $6,416-87.3% | $5,633-85.5% | $5,983-86.4% |
| Admin fee / account holder | $11,007 | $11,867-7.2% | $9,502+15.8% | $11,250-2.2% |