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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 | $96,731-52.2% | $123,973-62.7% | $86,983-46.9% |
| Participation rate | 37.8% | 70.0%-32.2pp | 76.7%-38.8pp | 69.5%-31.7pp |
| Annual return | 12.84% | 17.33%-4.5pp | 388.13%-375.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $970 | $4,152-76.6% | $5,247-81.5% | $4,194-76.9% |
| Admin fee / account holder | $1,290 | $8,722-85.2% | $11,799-89.1% | $7,856-83.6% |