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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 | $40,835 | $135,956-70.0% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.96% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,652 | $6,343-74.0% | $5,984-72.4% | $5,287-68.8% |
| Admin fee / account holder | $3,200 | $9,817-67.4% | $8,357-61.7% | $10,133-68.4% |