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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 | $49,089 | $105,200-53.3% | $159,474-69.2% | $85,847-42.8% |
| Participation rate | 18.6% | 75.8%-57.2pp | 82.8%-64.2pp | 69.3%-50.7pp |
| Annual return | 16.00% | 45.08%-29.1pp | 263.68%-247.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,196 | $5,946-63.1% | $7,353-70.1% | $3,952-44.4% |
| Admin fee / account holder | $2,160 | $6,934-68.9% | $10,802-80.0% | $6,261-65.5% |