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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 | $43,361 | $182,442-76.2% | $163,379-73.5% | $138,895-68.8% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 10.39% | 72.74%-62.3pp | 63.41%-53.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $318 | $6,817-95.3% | $6,282-94.9% | $6,396-95.0% |
| Admin fee / account holder | $5,292 | $10,396-49.1% | $9,818-46.1% | $12,562-57.9% |