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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 | $45,563 | $116,203-60.8% | $93,621-51.3% | $152,909-70.2% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.8%-21.7pp | 82.5%-28.3pp |
| Annual return | 14.41% | 35.96%-21.6pp | 32.76%-18.4pp | 345.46%-331.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $523 | $4,605-88.6% | $4,070-87.2% | $5,851-91.1% |
| Admin fee / account holder | $2,614 | $10,751-75.7% | $7,890-66.9% | $11,601-77.5% |