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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 | $43,370 | $99,994-56.6% | $146,643-70.4% | $85,847-49.5% |
| Participation rate | 24.1% | 73.1%-48.9pp | 80.1%-55.9pp | 69.3%-45.2pp |
| Annual return | 13.78% | 18.93%-5.1pp | 22.75%-9.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,030 | $4,006-74.3% | $5,506-81.3% | $3,952-73.9% |
| Admin fee / account holder | $4,190 | $7,703-45.6% | $10,280-59.2% | $6,261-33.1% |