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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 | $49,846 | $103,392-51.8% | $87,104-42.8% | $152,897-67.4% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.9%-19.0pp | 82.5%-24.6pp |
| Annual return | 15.47% | 28.10%-12.6pp | 28.19%-12.7pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $770 | $4,778-83.9% | $4,048-81.0% | $5,851-86.8% |
| Admin fee / account holder | $798 | $12,194-93.5% | $7,491-89.3% | $11,599-93.1% |