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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 | $33,838 | $223,823-84.9% | $211,142-84.0% | $154,746-78.1% |
| Participation rate | 16.7% | 87.9%-71.2pp | 87.3%-70.6pp | 80.7%-64.0pp |
| Annual return | 11.44% | 50.39%-39.0pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $770 | $9,750-92.1% | $9,284-91.7% | $6,730-88.6% |
| Admin fee / account holder | $9,093 | $19,707-53.9% | $19,076-52.3% | $14,365-36.7% |