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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 | $82,501 | $124,336-33.6% | $111,303-25.9% | $167,518-50.8% |
| Participation rate | 69.6% | 79.6%-10.1pp | 77.3%-7.8pp | 82.1%-12.5pp |
| Annual return | 13.96% | 37.45%-23.5pp | 54.66%-40.7pp | 478.71%-464.7pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,527 | $5,181-70.5% | $4,487-66.0% | $6,342-75.9% |
| Admin fee / account holder | $4,656 | $10,623-56.2% | $7,966-41.5% | $12,312-62.2% |