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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 | $49,778 | $105,198-52.7% | $159,455-68.8% | $85,856-42.0% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.8%-25.3pp | 69.3%-11.7pp |
| Annual return | 21.26% | 45.08%-23.8pp | 263.63%-242.4pp | 318.58%-297.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,902 | $5,946-68.0% | $7,353-74.1% | $3,952-51.9% |
| Admin fee / account holder | $5,944 | $6,934-14.3% | $10,800-45.0% | $6,261-5.1% |