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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 | $54,129 | $114,119-52.6% | $107,187-49.5% | $138,895-61.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 31.41% | 273.21%-241.8pp | 204.55%-173.1pp | 145.39%-114.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $814 | $5,538-85.3% | $5,096-84.0% | $6,396-87.3% |
| Admin fee / account holder | $375 | $10,024-96.3% | $9,162-95.9% | $12,562-97.0% |