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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 | $39,484 | $110,240-64.2% | $96,544-59.1% | $139,487-71.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 15.02% | 26.41%-11.4pp | 25.88%-10.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $799 | $5,549-85.6% | $4,851-83.5% | $6,713-88.1% |
| Admin fee / account holder | $8,599 | $11,602-25.9% | $8,254+4.2% | $11,407-24.6% |