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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 | $40,559 | $124,314-67.4% | $109,163-62.8% | $167,518-75.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 16.19% | 26.04%-9.9pp | 25.75%-9.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,325 | $5,256-74.8% | $4,654-71.5% | $6,342-79.1% |
| Admin fee / account holder | $737 | $7,973-90.8% | $6,754-89.1% | $12,312-94.0% |