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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 | $81,026 | $102,638-21.1% | $81,991-1.2% | $158,966-49.0% |
| Participation rate | 23.1% | 75.5%-52.5pp | 69.3%-46.2pp | 82.0%-58.9pp |
| Annual return | 13.58% | 61.05%-47.5pp | 41.31%-27.7pp | 302.95%-289.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $581 | $4,649-87.5% | $3,722-84.4% | $5,983-90.3% |
| Admin fee / account holder | $1,005 | $8,237-87.8% | $5,665-82.3% | $11,250-91.1% |