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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 | $53,912 | $78,682-31.5% | $109,188-50.6% | $85,851-37.2% |
| Participation rate | 23.1% | 68.3%-45.2pp | 75.9%-52.8pp | 69.3%-46.2pp |
| Annual return | 13.57% | 25.09%-11.5pp | 25.76%-12.2pp | 318.63%-305.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $533 | $3,468-84.6% | $4,654-88.5% | $3,952-86.5% |
| Admin fee / account holder | $1,720 | $5,470-68.5% | $6,755-74.5% | $6,261-72.5% |