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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 | $35,849 | $162,812-78.0% | $133,971-73.2% | $158,966-77.4% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 13.31% | 41.94%-28.6pp | 45.09%-31.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,138 | $5,910-80.8% | $5,047-77.5% | $5,983-81.0% |
| Admin fee / account holder | $392 | $11,741-96.7% | $8,929-95.6% | $11,250-96.5% |