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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 | $81,818 | $116,203-29.6% | $93,621-12.6% | $152,897-46.5% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.8%-30.8pp | 82.5%-37.5pp |
| Annual return | 17.51% | 35.96%-18.5pp | 32.76%-15.2pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $843 | $4,605-81.7% | $4,070-79.3% | $5,851-85.6% |
| Admin fee / account holder | $8,462 | $10,751-21.3% | $7,890+7.2% | $11,599-27.1% |