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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 | $70,599 | $102,393-31.1% | $147,041-52.0% | $80,911-12.7% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.6%-10.0pp |
| Annual return | 14.88% | 134.95%-120.1pp | 419.21%-404.3pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,955 | $6,647-70.6% | $8,071-75.8% | $4,297-54.5% |
| Admin fee / account holder | $2,414 | $7,943-69.6% | $13,006-81.4% | $6,935-65.2% |