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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 | $42,358 | $70,418-39.8% | $96,570-56.1% | $85,847-50.7% |
| Participation rate | 45.8% | 61.8%-16.0pp | 69.8%-24.1pp | 69.3%-23.6pp |
| Annual return | 14.92% | 18.59%-3.7pp | 37.79%-22.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,077 | $2,894-62.8% | $3,849-72.0% | $3,952-72.7% |
| Admin fee / account holder | $723 | $4,995-85.5% | $6,182-88.3% | $6,261-88.4% |