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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 | $38,279 | $162,967-76.5% | $135,792-71.8% | $138,895-72.4% |
| Participation rate | 11.8% | 78.3%-66.6pp | 72.6%-60.8pp | 79.9%-68.2pp |
| Annual return | 10.41% | 30.08%-19.7pp | 25.96%-15.5pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $466 | $5,640-91.7% | $4,759-90.2% | $6,396-92.7% |
| Admin fee / account holder | $9,998 | $15,306-34.7% | $12,266-18.5% | $12,562-20.4% |