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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 | $52,171 | $78,670-33.7% | $109,173-52.2% | $85,847-39.2% |
| Participation rate | 50.9% | 68.3%-17.3pp | 75.9%-24.9pp | 69.3%-18.4pp |
| Annual return | 14.98% | 25.09%-10.1pp | 25.75%-10.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,238 | $3,467-64.3% | $4,654-73.4% | $3,952-68.7% |
| Admin fee / account holder | $5,186 | $5,469-5.2% | $6,755-23.2% | $6,261-17.2% |