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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 | $47,079 | $81,208-42.0% | $98,916-52.4% | $79,858-41.0% |
| Participation rate | 26.0% | 72.5%-46.5pp | 76.0%-50.0pp | 69.6%-43.6pp |
| Annual return | 23.25% | 60.99%-37.7pp | 196.45%-173.2pp | 31.72%-8.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $739 | $3,265-77.4% | $4,245-82.6% | $3,740-80.3% |
| Admin fee / account holder | $3,745 | $6,013-37.7% | $6,642-43.6% | $5,306-29.4% |