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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 | $45,928 | $48,364-5.0% | $71,796-36.0% | $62,881-27.0% |
| Participation rate | 19.5% | 60.6%-41.1pp | 69.1%-49.6pp | 69.3%-49.8pp |
| Annual return | 5.83% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $780 | $2,091-62.7% | $2,794-72.1% | $3,203-75.6% |
| Admin fee / account holder | $2,962 | $3,771-21.4% | $4,815-38.5% | $4,296-31.0% |