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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 | $49,787 | $86,288-42.3% | $111,306-55.3% | $85,851-42.0% |
| Participation rate | 40.5% | 73.3%-32.8pp | 77.3%-36.8pp | 69.3%-28.8pp |
| Annual return | 14.00% | 19.99%-6.0pp | 54.67%-40.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,221 | $3,641-66.5% | $4,488-72.8% | $3,952-69.1% |
| Admin fee / account holder | $4,303 | $8,189-47.5% | $7,966-46.0% | $6,261-31.3% |