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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 | $59,459 | $99,652-40.3% | $78,778-24.5% | $147,586-59.7% |
| Participation rate | 45.0% | 76.2%-31.2pp | 69.2%-24.2pp | 82.8%-37.8pp |
| Annual return | 9.12% | 47.28%-38.2pp | 35.62%-26.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $259 | $3,664-92.9% | $2,958-91.3% | $5,439-95.2% |
| Admin fee / account holder | $2,825 | $7,155-60.5% | $5,134-45.0% | $10,886-74.1% |