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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 | $45,481 | $157,304-71.1% | $141,197-67.8% | $152,909-70.3% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 23.28% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $911 | $7,111-87.2% | $6,710-86.4% | $5,851-84.4% |
| Admin fee / account holder | $10,927 | $12,126-9.9% | $10,265+6.5% | $11,601-5.8% |