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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 | $39,890 | $232,540-82.8% | $185,117-78.5% | $147,586-73.0% |
| Participation rate | 29.2% | 82.4%-53.2pp | 77.3%-48.1pp | 82.8%-53.7pp |
| Annual return | 12.84% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $699 | $5,834-88.0% | $5,045-86.1% | $5,439-87.1% |
| Admin fee / account holder | $2,799 | $10,275-72.8% | $8,159-65.7% | $10,886-74.3% |