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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 | $42,810 | $132,099-67.6% | $115,599-63.0% | $138,895-69.2% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.3%-47.0pp | 79.9%-52.6pp |
| Annual return | 9.49% | 176.76%-167.3pp | 111.10%-101.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $366 | $5,617-93.5% | $4,889-92.5% | $6,396-94.3% |
| Admin fee / account holder | $3,100 | $15,650-80.2% | $12,841-75.9% | $12,562-75.3% |