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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 | $37,039 | $98,766-62.5% | $149,730-75.3% | $79,852-53.6% |
| Participation rate | 21.1% | 75.8%-54.7pp | 82.5%-61.4pp | 69.6%-48.5pp |
| Annual return | 15.87% | 27.43%-11.6pp | 276.70%-260.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $586 | $5,681-89.7% | $6,843-91.4% | $3,740-84.3% |
| Admin fee / account holder | $2,641 | $6,052-56.4% | $9,310-71.6% | $5,306-50.2% |