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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 | $31,585 | $79,449-60.2% | $189,558-83.3% | $85,856-63.2% |
| Participation rate | 23.9% | 66.0%-42.1pp | 78.5%-54.5pp | 69.3%-45.4pp |
| Annual return | 14.57% | 18.45%-3.9pp | 64.19%-49.6pp | 318.58%-304.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,050 | $4,051-74.1% | $6,174-83.0% | $3,952-73.4% |
| Admin fee / account holder | $650 | $5,377-87.9% | $9,809-93.4% | $6,261-89.6% |