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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 | $43,212 | $118,454-63.5% | $98,441-56.1% | $139,427-69.0% |
| Participation rate | 29.4% | 77.5%-48.0pp | 75.2%-45.8pp | 80.3%-50.9pp |
| Annual return | 10.85% | 18.94%-8.1pp | 21.16%-10.3pp | 373.27%-362.4pp |
| Employer contribution / active EE | $0 | $3,610-100.0% | $3,048-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $576 | $5,392-89.3% | $4,738-87.8% | $6,711-91.4% |
| Admin fee / account holder | $491 | $14,053-96.5% | $8,960-94.5% | $11,404-95.7% |