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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 | $37,133 | $118,708-68.7% | $98,920-62.5% | $158,982-76.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 76.0%-22.2pp | 82.0%-28.1pp |
| Annual return | 13.35% | 372.49%-359.1pp | 196.47%-183.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,071 | $5,089-79.0% | $4,245-74.8% | $5,983-82.1% |
| Admin fee / account holder | $2,425 | $10,134-76.1% | $6,643-63.5% | $11,252-78.5% |