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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 | $49,141 | $80,705-39.1% | $115,768-57.6% | $67,986-27.7% |
| Participation rate | 19.3% | 63.0%-43.7pp | 74.4%-55.1pp | 57.2%-37.9pp |
| Annual return | 14.81% | 18.49%-3.7pp | 100.46%-85.6pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $654 | $3,559-81.6% | $4,917-86.7% | $3,358-80.5% |
| Admin fee / account holder | $3,232 | $4,135-21.9% | $12,439-74.0% | $3,203+0.9% |