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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 | $21,035 | $68,394-69.2% | $94,672-77.8% | $75,177-72.0% |
| Participation rate | 45.5% | 76.1%-30.6pp | 80.8%-35.4pp | 67.2%-21.8pp |
| Annual return | 19.21% | 616.92%-597.7pp | 156.89%-137.7pp | 160.75%-141.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,394 | $6,536-78.7% | $7,417-81.2% | $4,126-66.2% |
| Admin fee / account holder | $917 | $5,326-82.8% | $7,222-87.3% | $5,651-83.8% |