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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 | $68,679 | $102,422-32.9% | $147,117-53.3% | $80,959-15.2% |
| Participation rate | 27.1% | 75.9%-48.8pp | 82.2%-55.1pp | 67.7%-40.6pp |
| Annual return | 13.76% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,900 | $6,652-71.4% | $8,065-76.4% | $4,300-55.8% |
| Admin fee / account holder | $2,476 | $7,953-68.9% | $12,993-80.9% | $6,925-64.2% |