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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 | $114,712-45.9% | $173,730-64.3% | $87,485-29.1% |
| Participation rate | 16.1% | 73.0%-56.9pp | 79.6%-63.4pp | 68.9%-52.8pp |
| Annual return | 46.86% | 20.18%+26.7pp | 19.96%+26.9pp | 26.06%+20.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $531 | $4,642-88.6% | $6,326-91.6% | $4,274-87.6% |
| Admin fee / account holder | $13,665 | $10,210+33.8% | $17,523-22.0% | $7,775+75.8% |