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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 | $72,572 | $78,423-7.5% | $95,964-24.4% | $79,856-9.1% |
| Participation rate | 39.6% | 73.5%-33.9pp | 77.1%-37.5pp | 69.6%-30.1pp |
| Annual return | 19.34% | 19.37%0pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,539 | $3,440-55.3% | $4,167-63.1% | $3,741-58.9% |
| Admin fee / account holder | $2,593 | $5,622-53.9% | $6,797-61.9% | $5,306-51.1% |