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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 | $55,189 | $94,031-41.3% | $115,768-52.3% | $82,448-33.1% |
| Participation rate | 24.4% | 70.4%-46.1pp | 74.4%-50.0pp | 68.1%-43.7pp |
| Annual return | 19.14% | 20.61%-1.5pp | 100.46%-81.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,327 | $3,972-66.6% | $4,917-73.0% | $4,139-67.9% |
| Admin fee / account holder | $3,082 | $10,249-69.9% | $12,439-75.2% | $7,234-57.4% |