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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 | $53,477 | $86,298-38.0% | $111,308-52.0% | $85,847-37.7% |
| Participation rate | 31.7% | 73.3%-41.6pp | 77.3%-45.6pp | 69.3%-37.6pp |
| Annual return | 19.94% | 19.99%0pp | 54.67%-34.7pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $729 | $3,641-80.0% | $4,487-83.8% | $3,952-81.6% |
| Admin fee / account holder | $489 | $8,189-94.0% | $7,965-93.9% | $6,261-92.2% |