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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 | $46,007 | $99,875-53.9% | $146,866-68.7% | $86,983-47.1% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.5%-33.5pp |
| Annual return | 15.66% | 28.10%-12.4pp | 102.85%-87.2pp | 25.83%-10.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,192 | $6,322-65.3% | $7,759-71.8% | $4,194-47.7% |
| Admin fee / account holder | $1,605 | $7,838-79.5% | $13,620-88.2% | $7,856-79.6% |