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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 | $42,800 | $86,298-50.4% | $111,308-61.5% | $85,847-50.1% |
| Participation rate | 43.1% | 73.3%-30.3pp | 77.3%-34.2pp | 69.3%-26.2pp |
| Annual return | 13.63% | 19.99%-6.4pp | 54.67%-41.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $559 | $3,641-84.7% | $4,487-87.6% | $3,952-85.9% |
| Admin fee / account holder | $10,634 | $8,189+29.9% | $7,965+33.5% | $6,261+69.9% |