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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 | $70,730 | $70,430+0.4% | $96,572-26.8% | $85,851-17.6% |
| Participation rate | 42.3% | 61.8%-19.5pp | 69.8%-27.5pp | 69.3%-27.0pp |
| Annual return | 13.41% | 18.58%-5.2pp | 37.79%-24.4pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $995 | $2,894-65.6% | $3,850-74.2% | $3,952-74.8% |
| Admin fee / account holder | $354 | $4,996-92.9% | $6,183-94.3% | $6,261-94.3% |