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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 | $37,356 | $98,760-62.2% | $149,715-75.0% | $79,858-53.2% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.5%-54.9pp | 69.6%-42.0pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.66%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $916 | $5,681-83.9% | $6,842-86.6% | $3,740-75.5% |
| Admin fee / account holder | $5,640 | $6,053-6.8% | $9,310-39.4% | $5,306+6.3% |