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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 | $79,400 | $105,200-24.5% | $159,474-50.2% | $85,847-7.5% |
| Participation rate | 37.9% | 75.8%-37.8pp | 82.8%-44.9pp | 69.3%-31.4pp |
| Annual return | 13.91% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,265 | $5,946-61.9% | $7,353-69.2% | $3,952-42.7% |
| Admin fee / account holder | $13,828 | $6,934+99.4% | $10,802+28.0% | $6,261+120.9% |