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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 | $37,824 | $127,790-70.4% | $106,555-64.5% | $167,536-77.4% |
| Participation rate | 54.5% | 78.3%-23.7pp | 76.1%-21.6pp | 82.1%-27.6pp |
| Annual return | 11.74% | 33.88%-22.1pp | 26.80%-15.1pp | 478.82%-467.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,104 | $5,088-78.3% | $4,399-74.9% | $6,342-82.6% |
| Admin fee / account holder | $596 | $11,229-94.7% | $7,408-92.0% | $12,315-95.2% |