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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 | $36,857 | $77,638-52.5% | $156,551-76.5% | $62,881-41.4% |
| Participation rate | 38.7% | 71.2%-32.5pp | 84.0%-45.3pp | 69.3%-30.6pp |
| Annual return | 6.38% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $755 | $3,046-75.2% | $4,871-84.5% | $3,203-76.4% |
| Admin fee / account holder | $2,783 | $5,561-50.0% | $13,028-78.6% | $4,296-35.2% |