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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 | $41,023 | $117,829-65.2% | $102,423-59.9% | $145,877-71.9% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 8.76% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,179 | $5,732-79.4% | $5,054-76.7% | $6,691-82.4% |
| Admin fee / account holder | $2,545 | $13,335-80.9% | $9,455-73.1% | $13,402-81.0% |