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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 | $48,476 | $102,385-52.7% | $147,080-67.0% | $80,935-40.1% |
| Participation rate | 18.8% | 75.9%-57.1pp | 82.2%-63.4pp | 67.7%-48.9pp |
| Annual return | 13.87% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,866 | $6,651-71.9% | $8,066-76.9% | $4,299-56.6% |
| Admin fee / account holder | $3,672 | $7,951-53.8% | $12,989-71.7% | $6,924-47.0% |