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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 | $65,872 | $117,895-44.1% | $102,460-35.7% | $145,897-54.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.82% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,501 | $5,736-73.8% | $5,056-70.3% | $6,689-77.6% |
| Admin fee / account holder | $661 | $13,353-95.0% | $9,460-93.0% | $13,390-95.1% |