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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 | $36,234 | $142,430-74.6% | $115,170-68.5% | $152,897-76.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 19.10% | 41.48%-22.4pp | 35.60%-16.5pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,040 | $5,165-79.9% | $4,169-75.0% | $5,851-82.2% |
| Admin fee / account holder | $2,103 | $8,464-75.2% | $7,089-70.3% | $11,599-81.9% |