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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 | $34,945 | $142,430-75.5% | $115,170-69.7% | $152,897-77.1% |
| Participation rate | 31.3% | 82.4%-51.1pp | 75.9%-44.7pp | 82.5%-51.2pp |
| Annual return | 18.42% | 41.48%-23.1pp | 35.60%-17.2pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $552 | $5,165-89.3% | $4,169-86.8% | $5,851-90.6% |
| Admin fee / account holder | $4,468 | $8,464-47.2% | $7,089-37.0% | $11,599-61.5% |