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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 | $51,386 | $103,387-50.3% | $87,102-41.0% | $152,885-66.4% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.9%-46.9pp | 82.5%-52.5pp |
| Annual return | 25.99% | 28.10%-2.1pp | 28.19%-2.2pp | 345.39%-319.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $687 | $4,778-85.6% | $4,048-83.0% | $5,851-88.3% |
| Admin fee / account holder | $501 | $12,193-95.9% | $7,491-93.3% | $11,598-95.7% |