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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 | $58,058 | $124,336-53.3% | $111,303-47.8% | $167,518-65.3% |
| Participation rate | 26.1% | 79.6%-53.5pp | 77.3%-51.2pp | 82.1%-56.0pp |
| Annual return | 12.65% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,019 | $5,181-80.3% | $4,487-77.3% | $6,342-83.9% |
| Admin fee / account holder | $3,472 | $10,623-67.3% | $7,966-56.4% | $12,312-71.8% |