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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 | $42,215 | $209,336-79.8% | $197,124-78.6% | $137,256-69.2% |
| Participation rate | 16.7% | 87.3%-70.6pp | 86.7%-70.0pp | 80.0%-63.3pp |
| Annual return | 12.91% | 48.09%-35.2pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $668 | $9,614-93.1% | $9,135-92.7% | $6,407-89.6% |
| Admin fee / account holder | $10,096 | $17,308-41.7% | $16,298-38.1% | $12,270-17.7% |