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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 | $45,619 | $107,733-57.7% | $92,985-50.9% | $154,746-70.5% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 15.16% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,038 | $5,053-79.5% | $4,377-76.3% | $6,730-84.6% |
| Admin fee / account holder | $3,721 | $11,369-67.3% | $9,463-60.7% | $14,365-74.1% |