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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 | $76,120 | $70,684+7.7% | $169,390-55.1% | $75,173+1.3% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.2%-37.2pp | 67.2%-27.2pp |
| Annual return | 20.53% | 36.38%-15.9pp | 406.07%-385.5pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,287 | $4,310-70.1% | $6,222-79.3% | $4,126-68.8% |
| Admin fee / account holder | $326 | $5,404-94.0% | $9,015-96.4% | $5,651-94.2% |