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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 | $38,295 | $162,785-76.5% | $133,959-71.4% | $158,950-75.9% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.91%-295.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $824 | $5,910-86.1% | $5,047-83.7% | $5,983-86.2% |
| Admin fee / account holder | $1,214 | $11,738-89.7% | $8,928-86.4% | $11,248-89.2% |