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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 | $67,193 | $112,915-40.5% | $90,965-26.1% | $158,950-57.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 7.31% | 215.75%-208.4pp | 134.57%-127.3pp | 302.91%-295.6pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $791 | $4,128-80.8% | $3,373-76.6% | $5,983-86.8% |
| Admin fee / account holder | $3,592 | $8,044-55.3% | $5,960-39.7% | $11,248-68.1% |