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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 | $56,353 | $98,240-42.6% | $82,312-31.5% | $147,586-61.8% |
| Participation rate | 35.0% | 79.7%-44.7pp | 76.9%-41.9pp | 82.8%-47.8pp |
| Annual return | 16.62% | 30.85%-14.2pp | 25.88%-9.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $525 | $4,383-88.0% | $3,706-85.8% | $5,439-90.3% |
| Admin fee / account holder | $3,217 | $8,563-62.4% | $5,608-42.6% | $10,886-70.4% |