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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 | $67,191 | $90,486-25.7% | $78,676-14.6% | $273,972-75.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 4.38% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,861 | $3,175-41.4% | $2,850-34.7% | $4,869-61.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $800 | $5,263-84.8% | $4,510-82.3% | $10,133-92.1% |