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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 | $37,863 | $80,748-53.1% | $102,383-63.0% | $74,429-49.1% |
| Participation rate | 7.3% | 65.7%-58.3pp | 74.5%-67.2pp | 67.2%-59.9pp |
| Annual return | 12.06% | 27.57%-15.5pp | 24.94%-12.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $500 | $3,861-87.0% | $5,060-90.1% | $4,348-88.5% |
| Admin fee / account holder | $1,999 | $2,371-15.7% | $8,391-76.2% | $1,944+2.8% |