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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 | $44,560 | $162,785-72.6% | $133,959-66.7% | $158,950-72.0% |
| Participation rate | 12.5% | 83.2%-70.7pp | 79.8%-67.3pp | 82.0%-69.5pp |
| Annual return | 13.09% | 41.94%-28.9pp | 45.09%-32.0pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $230 | $5,910-96.1% | $5,047-95.4% | $5,983-96.2% |
| Admin fee / account holder | $1,872 | $11,738-84.1% | $8,928-79.0% | $11,248-83.4% |