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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 | $60,166 | $98,776-39.1% | $149,745-59.8% | $79,856-24.7% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.5%-64.6pp | 69.6%-51.8pp |
| Annual return | 19.40% | 27.38%-8.0pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,646 | $5,681-71.0% | $6,843-75.9% | $3,741-56.0% |
| Admin fee / account holder | $2,620 | $6,053-56.7% | $9,312-71.9% | $5,306-50.6% |