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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 | $46,197 | $89,259-48.2% | $107,187-56.9% | $82,637-44.1% |
| Participation rate | 37.8% | 67.9%-30.1pp | 75.0%-37.2pp | 68.1%-30.2pp |
| Annual return | 12.84% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $970 | $4,037-76.0% | $5,096-81.0% | $4,126-76.5% |
| Admin fee / account holder | $1,290 | $7,381-82.5% | $9,162-85.9% | $7,339-82.4% |