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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 | $37,307 | $99,079-62.3% | $78,002-52.2% | $273,972-86.4% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.5%-30.5pp | 83.0%-38.0pp |
| Annual return | 6.86% | 217.93%-211.1pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $965 | $4,306-77.6% | $3,497-72.4% | $5,287-81.8% |
| Admin fee / account holder | $1,878 | $8,954-79.0% | $5,481-65.7% | $10,133-81.5% |