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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 | $43,581 | $102,616-57.5% | $81,981-46.8% | $158,931-72.6% |
| Participation rate | 20.8% | 75.5%-54.7pp | 69.3%-48.4pp | 82.0%-61.1pp |
| Annual return | 12.27% | 61.05%-48.8pp | 41.31%-29.0pp | 302.86%-290.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $875 | $4,648-81.2% | $3,722-76.5% | $5,982-85.4% |
| Admin fee / account holder | $2,082 | $8,236-74.7% | $5,664-63.2% | $11,247-81.5% |