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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 | $28,780 | $123,898-76.8% | $116,538-75.3% | $155,188-81.5% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.8%-47.5pp |
| Annual return | 11.89% | 16.04%-4.1pp | 17.97%-6.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,189 | $6,400-81.4% | $6,207-80.8% | $6,531-81.8% |
| Admin fee / account holder | $2,071 | $9,174-77.4% | $8,737-76.3% | $14,480-85.7% |