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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 | $66,526 | $98,760-32.6% | $149,715-55.6% | $79,858-16.7% |
| Participation rate | 17.5% | 75.8%-58.3pp | 82.5%-65.0pp | 69.6%-52.1pp |
| Annual return | 16.86% | 27.43%-10.6pp | 276.66%-259.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,107 | $5,681-62.9% | $6,842-69.2% | $3,740-43.7% |
| Admin fee / account holder | $1,940 | $6,053-68.0% | $9,310-79.2% | $5,306-63.4% |