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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 | $54,364 | $91,559-40.6% | $133,978-59.4% | $79,856-31.9% |
| Participation rate | 61.4% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.3pp |
| Annual return | 10.33% | 61.85%-51.5pp | 45.10%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $847 | $3,734-77.3% | $5,047-83.2% | $3,741-77.4% |
| Admin fee / account holder | $1,652 | $6,321-73.9% | $8,930-81.5% | $5,306-68.9% |