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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 | $39,837 | $91,198-56.3% | $178,503-77.7% | $79,856-50.1% |
| Participation rate | 21.7% | 69.2%-47.5pp | 81.9%-60.3pp | 69.6%-48.0pp |
| Annual return | 18.10% | 24.20%-6.1pp | 151.12%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $796 | $3,237-75.4% | $5,202-84.7% | $3,741-78.7% |
| Admin fee / account holder | $3,086 | $6,748-54.3% | $13,987-77.9% | $5,306-41.8% |