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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 | $50,750 | $99,875-49.2% | $146,866-65.4% | $86,983-41.7% |
| Participation rate | 14.1% | 75.8%-61.7pp | 82.5%-68.4pp | 69.5%-55.5pp |
| Annual return | 16.92% | 28.10%-11.2pp | 102.85%-85.9pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,196 | $6,322-81.1% | $7,759-84.6% | $4,194-71.5% |
| Admin fee / account holder | $5,222 | $7,838-33.4% | $13,620-61.7% | $7,856-33.5% |