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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 | $41,937 | $154,228-72.8% | $145,433-71.2% | $137,256-69.4% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,630 | $8,216-80.2% | $7,897-79.4% | $6,407-74.6% |
| Admin fee / account holder | $2,052 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |