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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 | $57,913 | $118,496-51.1% | $98,461-41.2% | $139,466-58.5% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 11.94% | 18.96%-7.0pp | 21.17%-9.2pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,141 | $5,393-78.8% | $4,738-75.9% | $6,712-83.0% |
| Admin fee / account holder | $800 | $14,056-94.3% | $8,961-91.1% | $11,409-93.0% |