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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 | $156,398-73.2% | $147,318-71.5% | $138,895-69.8% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 79.9%-48.3pp |
| Annual return | 16.90% | 78.75%-61.9pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,630 | $8,237-80.2% | $7,906-79.4% | $6,396-74.5% |
| Admin fee / account holder | $2,052 | $14,976-86.3% | $13,708-85.0% | $12,562-83.7% |