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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 | $50,866 | $113,338-55.1% | $94,993-46.5% | $147,586-65.5% |
| Participation rate | 22.2% | 78.0%-55.8pp | 73.9%-51.7pp | 82.8%-60.6pp |
| Annual return | 12.22% | 20.80%-8.6pp | 27.14%-14.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $325 | $3,777-91.4% | $3,317-90.2% | $5,439-94.0% |
| Admin fee / account holder | $1,957 | $6,063-67.7% | $4,960-60.5% | $10,886-82.0% |