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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 | $43,313 | $57,541-24.7% | $95,728-54.8% | $75,181-42.4% |
| Participation rate | 34.4% | 62.5%-28.1pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 14.99% | 34.93%-19.9pp | 28.40%-13.4pp | 160.69%-145.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $712 | $3,074-76.8% | $4,245-83.2% | $4,126-82.7% |
| Admin fee / account holder | $2,377 | $4,099-42.0% | $5,673-58.1% | $5,650-57.9% |