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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 | $37,195 | $88,672-58.1% | $105,223-64.7% | $82,448-54.9% |
| Participation rate | 31.9% | 67.9%-36.0pp | 75.0%-43.1pp | 68.1%-36.1pp |
| Annual return | 13.84% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,321 | $4,036-67.3% | $5,072-74.0% | $4,139-68.1% |
| Admin fee / account holder | $4,174 | $7,146-41.6% | $8,859-52.9% | $7,234-42.3% |