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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 | $44,846 | $115,225-61.1% | $100,712-55.5% | $138,895-67.7% |
| Participation rate | 18.8% | 74.3%-55.6pp | 69.3%-50.5pp | 79.9%-61.2pp |
| Annual return | 10.41% | 40.35%-29.9pp | 33.27%-22.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $486 | $4,699-89.7% | $4,085-88.1% | $6,396-92.4% |
| Admin fee / account holder | $3,177 | $10,844-70.7% | $9,256-65.7% | $12,562-74.7% |