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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 | $50,515 | $98,776-48.9% | $149,745-66.3% | $79,856-36.7% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.5%-45.5pp | 69.6%-32.7pp |
| Annual return | 17.67% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,501 | $5,681-73.6% | $6,843-78.1% | $3,741-59.9% |
| Admin fee / account holder | $2,850 | $6,053-52.9% | $9,312-69.4% | $5,306-46.3% |