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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 | $39,546 | $89,367-55.7% | $141,191-72.0% | $72,975-45.8% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 20.38% | 111.87%-91.5pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,287 | $5,419-76.2% | $6,710-80.8% | $3,608-64.3% |
| Admin fee / account holder | $1,418 | $5,957-76.2% | $10,264-86.2% | $5,124-72.3% |