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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 | $43,532 | $78,707-44.7% | $117,861-63.1% | $70,126-37.9% |
| Participation rate | 48.8% | 73.2%-24.4pp | 79.7%-30.8pp | 69.5%-20.7pp |
| Annual return | 16.96% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,303 | $3,297-60.5% | $4,482-70.9% | $3,332-60.9% |
| Admin fee / account holder | $1,262 | $5,066-75.1% | $8,021-84.3% | $4,645-72.8% |