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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 | $58,950 | $91,167-35.3% | $178,498-67.0% | $79,858-26.2% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.1pp | 69.6%-43.8pp |
| Annual return | 20.63% | 24.19%-3.6pp | 151.09%-130.5pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $783 | $3,236-75.8% | $5,202-84.9% | $3,740-79.1% |
| Admin fee / account holder | $801 | $6,747-88.1% | $13,985-94.3% | $5,306-84.9% |