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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 | $40,403 | $93,589-56.8% | $135,942-70.3% | $75,181-46.3% |
| Participation rate | 11.1% | 75.2%-64.1pp | 81.9%-70.8pp | 67.2%-56.1pp |
| Annual return | 16.74% | 30.90%-14.2pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $661 | $6,405-89.7% | $7,759-91.5% | $4,126-84.0% |
| Admin fee / account holder | $1,116 | $6,977-84.0% | $10,764-89.6% | $5,650-80.2% |