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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 | $57,008 | $101,798-44.0% | $165,071-65.5% | $80,935-29.6% |
| Participation rate | 24.0% | 71.8%-47.8pp | 78.6%-54.6pp | 67.7%-43.7pp |
| Annual return | 11.11% | 16.73%-5.6pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,472 | $4,476-67.1% | $6,035-75.6% | $4,299-65.8% |
| Admin fee / account holder | $1,175 | $8,221-85.7% | $12,695-90.7% | $6,924-83.0% |