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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 | $51,612 | $112,131-54.0% | $95,964-46.2% | $158,982-67.5% |
| Participation rate | 31.6% | 79.0%-47.4pp | 77.1%-45.5pp | 82.0%-50.4pp |
| Annual return | 7.14% | 171.19%-164.1pp | 91.64%-84.5pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $234 | $4,784-95.1% | $4,167-94.4% | $5,983-96.1% |
| Admin fee / account holder | $554 | $10,136-94.5% | $6,797-91.9% | $11,252-95.1% |