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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 | $46,474 | $107,733-56.9% | $92,985-50.0% | $154,746-70.0% |
| Participation rate | 35.3% | 74.6%-39.3pp | 69.5%-34.2pp | 80.7%-45.4pp |
| Annual return | 16.85% | 30.39%-13.5pp | 27.99%-11.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $625 | $5,053-87.6% | $4,377-85.7% | $6,730-90.7% |
| Admin fee / account holder | $1,316 | $11,369-88.4% | $9,463-86.1% | $14,365-90.8% |