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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 | $49,819 | $136,860-63.6% | $120,344-58.6% | $154,746-67.8% |
| Participation rate | 15.0% | 79.9%-64.9pp | 76.7%-61.7pp | 80.7%-65.7pp |
| Annual return | 14.11% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $403 | $5,793-93.0% | $5,135-92.2% | $6,730-94.0% |
| Admin fee / account holder | $10,700 | $15,393-30.5% | $12,742-16.0% | $14,365-25.5% |