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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 | $30,663 | $83,337-63.2% | $67,834-54.8% | $273,972-88.8% |
| Participation rate | 40.9% | 76.4%-35.5pp | 68.8%-27.9pp | 83.0%-42.1pp |
| Annual return | 5.91% | 259.45%-253.5pp | 138.47%-132.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $606 | $4,088-85.2% | $3,160-80.8% | $5,287-88.5% |
| Admin fee / account holder | $3,395 | $6,752-49.7% | $4,622-26.6% | $10,133-66.5% |