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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 | $77,386 | $98,766-21.6% | $149,730-48.3% | $79,852-3.1% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.5%-43.2pp | 69.6%-30.4pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $5,681-74.4% | $6,843-78.8% | $3,740-61.2% |
| Admin fee / account holder | $1,677 | $6,052-72.3% | $9,310-82.0% | $5,306-68.4% |