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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 | $38,713 | $106,864-63.8% | $147,318-73.7% | $82,637-53.2% |
| Participation rate | 18.5% | 75.5%-57.0pp | 82.1%-63.5pp | 68.1%-49.5pp |
| Annual return | 20.08% | 27.49%-7.4pp | 70.43%-50.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,361 | $6,496-79.0% | $7,906-82.8% | $4,126-67.0% |
| Admin fee / account holder | $20,506 | $8,415+143.7% | $13,708+49.6% | $7,339+179.4% |