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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 | $38,151 | $106,749-64.3% | $145,433-73.8% | $82,448-53.7% |
| Participation rate | 16.7% | 75.6%-59.0pp | 82.1%-65.5pp | 68.1%-51.4pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,250 | $6,519-80.8% | $7,897-84.2% | $4,139-69.8% |
| Admin fee / account holder | $4,432 | $8,390-47.2% | $13,129-66.2% | $7,234-38.7% |