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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 | $41,622 | $127,096-67.3% | $105,736-60.6% | $135,380-69.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 76.3%-33.5pp | 82.6%-39.8pp |
| Annual return | 14.34% | 4.49%+9.8pp | 6.27%+8.1pp | 519.81%-505.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $310 | $5,064-93.9% | $4,080-92.4% | $5,609-94.5% |
| Admin fee / account holder | $300 | $9,087-96.7% | $6,913-95.7% | $10,828-97.2% |