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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 | $38,169 | $107,733-64.6% | $92,985-59.0% | $154,746-75.3% |
| Participation rate | 28.6% | 74.6%-46.0pp | 69.5%-40.9pp | 80.7%-52.1pp |
| Annual return | 15.74% | 30.39%-14.6pp | 27.99%-12.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $972 | $5,053-80.8% | $4,377-77.8% | $6,730-85.6% |
| Admin fee / account holder | $329 | $11,369-97.1% | $9,463-96.5% | $14,365-97.7% |