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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 | $60,028 | $81,208-26.1% | $98,920-39.3% | $79,852-24.8% |
| Participation rate | 30.8% | 72.5%-41.7pp | 76.0%-45.3pp | 69.6%-38.9pp |
| Annual return | 19.02% | 60.99%-42.0pp | 196.47%-177.4pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,364 | $3,265-58.2% | $4,245-67.9% | $3,740-63.5% |
| Admin fee / account holder | $371 | $6,013-93.8% | $6,643-94.4% | $5,306-93.0% |