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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 | $61,444 | $99,994-38.6% | $146,643-58.1% | $85,847-28.4% |
| Participation rate | 41.9% | 73.1%-31.2pp | 80.1%-38.2pp | 69.3%-27.5pp |
| Annual return | 11.50% | 18.93%-7.4pp | 22.75%-11.3pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,786 | $4,006-55.4% | $5,506-67.6% | $3,952-54.8% |
| Admin fee / account holder | $1,729 | $7,703-77.6% | $10,280-83.2% | $6,261-72.4% |