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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 | $75,247 | $99,994-24.7% | $146,643-48.7% | $85,847-12.3% |
| Participation rate | 17.2% | 73.1%-55.8pp | 80.1%-62.8pp | 69.3%-52.1pp |
| Annual return | 29.57% | 18.93%+10.6pp | 22.75%+6.8pp | 318.61%-289.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $188 | $4,006-95.3% | $5,506-96.6% | $3,952-95.2% |
| Admin fee / account holder | $1,023 | $7,703-86.7% | $10,280-90.1% | $6,261-83.7% |