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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 | $70,326 | $117,433-40.1% | $99,475-29.3% | $152,897-54.0% |
| Participation rate | 29.2% | 77.5%-48.4pp | 73.8%-44.7pp | 82.5%-53.3pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $399 | $4,086-90.2% | $3,619-89.0% | $5,851-93.2% |
| Admin fee / account holder | $3,633 | $7,634-52.4% | $6,252-41.9% | $11,599-68.7% |