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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 | $50,619 | $77,920-35.0% | $149,723-66.2% | $75,177-32.7% |
| Participation rate | 28.0% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.2pp |
| Annual return | 13.89% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $843 | $3,411-75.3% | $5,682-85.2% | $4,126-79.6% |
| Admin fee / account holder | $4,099 | $5,951-31.1% | $13,215-69.0% | $5,651-27.5% |