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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 | $50,543 | $81,208-37.8% | $98,920-48.9% | $79,852-36.7% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 21.81% | 60.99%-39.2pp | 196.47%-174.7pp | 31.72%-9.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,147 | $3,265-64.9% | $4,245-73.0% | $3,740-69.3% |
| Admin fee / account holder | $750 | $6,013-87.5% | $6,643-88.7% | $5,306-85.9% |