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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 | $52,376 | $102,422-48.9% | $147,117-64.4% | $80,959-35.3% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.7%-47.7pp |
| Annual return | 11.89% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,122 | $6,652-68.1% | $8,065-73.7% | $4,300-50.7% |
| Admin fee / account holder | $1,943 | $7,953-75.6% | $12,993-85.0% | $6,925-71.9% |