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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 | $37,005 | $93,346-60.4% | $71,796-48.5% | $273,972-86.5% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 7.64% | 130.39%-122.7pp | 78.04%-70.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $88 | $3,475-97.5% | $2,794-96.8% | $5,287-98.3% |
| Admin fee / account holder | $4,242 | $6,571-35.4% | $4,815-11.9% | $10,133-58.1% |