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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 | $65,400 | $58,828+11.2% | $78,002-16.2% | $62,881+4.0% |
| Participation rate | 27.0% | 71.1%-44.0pp | 75.5%-48.5pp | 69.3%-42.3pp |
| Annual return | 8.18% | 17.16%-9.0pp | 425.99%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $297 | $2,686-88.9% | $3,497-91.5% | $3,203-90.7% |
| Admin fee / account holder | $2,719 | $4,393-38.1% | $5,481-50.4% | $4,296-36.7% |