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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 | $117,895-65.2% | $102,460-60.0% | $145,897-71.9% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 8.76% | 31.92%-23.2pp | 29.47%-20.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,179 | $5,736-79.5% | $5,056-76.7% | $6,689-82.4% |
| Admin fee / account holder | $2,545 | $13,353-80.9% | $9,460-73.1% | $13,390-81.0% |