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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 | $59,846 | $68,398-12.5% | $94,664-36.8% | $75,173-20.4% |
| Participation rate | 27.6% | 76.1%-48.5pp | 80.8%-53.2pp | 67.2%-39.6pp |
| Annual return | 18.20% | 616.72%-598.5pp | 156.84%-138.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,973 | $6,537-69.8% | $7,417-73.4% | $4,126-52.2% |
| Admin fee / account holder | $1,417 | $5,324-73.4% | $7,222-80.4% | $5,651-74.9% |