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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 | $37,266 | $89,367-58.3% | $141,191-73.6% | $72,975-48.9% |
| Participation rate | 49.3% | 75.1%-25.9pp | 82.5%-33.2pp | 69.5%-20.2pp |
| Annual return | 21.39% | 111.87%-90.5pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,227 | $5,419-77.4% | $6,710-81.7% | $3,608-66.0% |
| Admin fee / account holder | $571 | $5,957-90.4% | $10,264-94.4% | $5,124-88.8% |