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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 | $58,430 | $118,496-50.7% | $98,461-40.7% | $139,466-58.1% |
| Participation rate | 21.4% | 77.5%-56.0pp | 75.2%-53.7pp | 80.3%-58.9pp |
| Annual return | 16.27% | 18.96%-2.7pp | 21.17%-4.9pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $279 | $5,393-94.8% | $4,738-94.1% | $6,712-95.8% |
| Admin fee / account holder | $2,422 | $14,056-82.8% | $8,961-73.0% | $11,409-78.8% |