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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 | $55,267 | $93,346-40.8% | $71,796-23.0% | $273,972-79.8% |
| Participation rate | 21.4% | 76.5%-55.1pp | 69.1%-47.7pp | 83.0%-61.6pp |
| Annual return | 8.22% | 130.39%-122.2pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $515 | $3,475-85.2% | $2,794-81.6% | $5,287-90.3% |
| Admin fee / account holder | $568 | $6,571-91.4% | $4,815-88.2% | $10,133-94.4% |