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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 | $53,136 | $192,829-72.4% | $142,516-62.7% | $139,487-61.9% |
| Participation rate | 30.0% | 81.4%-51.4pp | 76.8%-46.8pp | 80.3%-50.3pp |
| Annual return | 14.48% | 18.07%-3.6pp | 20.03%-5.6pp | 373.84%-359.4pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $538 | $7,200-92.5% | $6,280-91.4% | $6,713-92.0% |
| Admin fee / account holder | $7,607 | $15,120-49.7% | $10,008-24.0% | $11,407-33.3% |