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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 | $71,213 | $89,367-20.3% | $141,191-49.6% | $72,975-2.4% |
| Participation rate | 18.6% | 75.1%-56.5pp | 82.5%-63.9pp | 69.5%-50.9pp |
| Annual return | 22.13% | 111.87%-89.7pp | 71.41%-49.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,246 | $5,419-77.0% | $6,710-81.4% | $3,608-65.5% |
| Admin fee / account holder | $711 | $5,957-88.1% | $10,264-93.1% | $5,124-86.1% |