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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 | $49,819 | $124,425-60.0% | $112,040-55.5% | $137,256-63.7% |
| Participation rate | 15.0% | 79.3%-64.3pp | 76.5%-61.5pp | 80.0%-65.0pp |
| Annual return | 14.11% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $403 | $5,718-93.0% | $5,098-92.1% | $6,407-93.7% |
| Admin fee / account holder | $10,700 | $15,207-29.6% | $12,098-11.6% | $12,270-12.8% |