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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 | $58,393 | $71,208-18.0% | $93,681-37.7% | $80,911-27.8% |
| Participation rate | 12.1% | 60.4%-48.3pp | 68.7%-56.6pp | 67.6%-55.5pp |
| Annual return | 17.04% | 11.27%+5.8pp | 133.47%-116.4pp | 35.63%-18.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $144 | $4,035-96.4% | $4,415-96.7% | $4,297-96.7% |
| Admin fee / account holder | $666 | $6,951-90.4% | $8,290-92.0% | $6,935-90.4% |