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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 | $57,011 | $156,616-63.6% | $133,346-57.2% | $198,609-71.3% |
| Participation rate | 35.7% | 77.7%-42.0pp | 72.8%-37.1pp | 82.4%-46.7pp |
| Annual return | 17.69% | 44.25%-26.6pp | 36.85%-19.2pp | 202.70%-185.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,367 | $4,920-72.2% | $4,332-68.4% | $6,977-80.4% |
| Admin fee / account holder | $512 | $17,468-97.1% | $14,264-96.4% | $19,030-97.3% |