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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 | $44,675 | $89,367-50.0% | $141,191-68.4% | $72,975-38.8% |
| Participation rate | 65.3% | 75.1%-9.8pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 19.12% | 111.87%-92.7pp | 71.41%-52.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,563 | $5,419-71.2% | $6,710-76.7% | $3,608-56.7% |
| Admin fee / account holder | $2,326 | $5,957-60.9% | $10,264-77.3% | $5,124-54.6% |