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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 | $30,682 | $116,190-73.6% | $93,614-67.2% | $152,885-79.9% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 21.90% | 35.96%-14.1pp | 32.76%-10.9pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $618 | $4,604-86.6% | $4,069-84.8% | $5,851-89.4% |
| Admin fee / account holder | $8,069 | $10,749-24.9% | $7,889+2.3% | $11,598-30.4% |