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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 | $40,053 | $98,776-59.5% | $149,745-73.3% | $79,856-49.8% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.5%-30.1pp | 69.6%-17.3pp |
| Annual return | 13.01% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $926 | $5,681-83.7% | $6,843-86.5% | $3,741-75.2% |
| Admin fee / account holder | $342 | $6,053-94.4% | $9,312-96.3% | $5,306-93.6% |