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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 | $56,145 | $99,652-43.7% | $78,778-28.7% | $147,586-62.0% |
| Participation rate | 31.3% | 76.2%-45.0pp | 69.2%-37.9pp | 82.8%-51.6pp |
| Annual return | 17.19% | 47.28%-30.1pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $290 | $3,664-92.1% | $2,958-90.2% | $5,439-94.7% |
| Admin fee / account holder | $1,361 | $7,155-81.0% | $5,134-73.5% | $10,886-87.5% |