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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 | $76,424 | $101,950-25.0% | $125,529-39.1% | $86,983-12.1% |
| Participation rate | 64.7% | 70.2%-5.5pp | 74.7%-10.0pp | 69.5%-4.8pp |
| Annual return | 14.08% | 18.29%-4.2pp | 202.56%-188.5pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,353 | $3,862-65.0% | $4,813-71.9% | $4,194-67.7% |
| Admin fee / account holder | $10,076 | $12,791-21.2% | $16,298-38.2% | $7,856+28.3% |