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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 | $56,505 | $93,598-39.6% | $135,974-58.4% | $75,173-24.8% |
| Participation rate | 23.0% | 75.2%-52.2pp | 81.9%-59.0pp | 67.2%-44.3pp |
| Annual return | 21.11% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,117 | $6,405-67.0% | $7,760-72.7% | $4,126-48.7% |
| Admin fee / account holder | $1,105 | $6,978-84.2% | $10,767-89.7% | $5,651-80.5% |