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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 | $62,053 | $108,825-43.0% | $156,181-60.3% | $82,448-24.7% |
| Participation rate | 16.1% | 72.4%-56.2pp | 78.8%-62.7pp | 68.1%-51.9pp |
| Annual return | 46.86% | 20.59%+26.3pp | 64.87%-18.0pp | 41.64%+5.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $531 | $4,577-88.4% | $6,132-91.3% | $4,139-87.2% |
| Admin fee / account holder | $13,665 | $9,341+46.3% | $14,586-6.3% | $7,234+88.9% |