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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 | $36,767 | $107,733-65.9% | $92,985-60.5% | $154,746-76.2% |
| Participation rate | 23.5% | 74.6%-51.0pp | 69.5%-46.0pp | 80.7%-57.2pp |
| Annual return | 10.50% | 30.39%-19.9pp | 27.99%-17.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $427 | $5,053-91.6% | $4,377-90.3% | $6,730-93.7% |
| Admin fee / account holder | $1,617 | $11,369-85.8% | $9,463-82.9% | $14,365-88.7% |