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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 | $49,461 | $138,312-64.2% | $122,979-59.8% | $155,188-68.1% |
| Participation rate | 36.8% | 80.2%-43.4pp | 77.2%-40.3pp | 80.8%-44.0pp |
| Annual return | 8.54% | 22.06%-13.5pp | 20.12%-11.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $507 | $5,592-90.9% | $5,003-89.9% | $6,531-92.2% |
| Admin fee / account holder | $3,490 | $15,089-76.9% | $12,864-72.9% | $14,480-75.9% |