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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 | $54,512 | $100,792-45.9% | $86,691-37.1% | $134,509-59.5% |
| Participation rate | 46.2% | 78.9%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | 2.24% | 29.08%-26.8pp | 35.94%-33.7pp | 418.13%-415.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,138 | $5,339-78.7% | $4,656-75.5% | $6,400-82.2% |
| Admin fee / account holder | $3,950 | $10,924-63.8% | $7,492-47.3% | $11,427-65.4% |