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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 | $45,717 | $135,956-66.4% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $820 | $6,343-87.1% | $5,984-86.3% | $5,287-84.5% |
| Admin fee / account holder | $17,589 | $9,817+79.2% | $8,357+110.5% | $10,133+73.6% |