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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 | $30,245 | $124,351-75.7% | $109,188-72.3% | $167,553-81.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 11.96% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,390 | $5,257-73.6% | $4,654-70.1% | $6,343-78.1% |
| Admin fee / account holder | $5,393 | $7,975-32.4% | $6,755-20.2% | $12,316-56.2% |