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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 | $62,605 | $64,324-2.7% | $118,946-47.4% | $79,852-21.6% |
| Participation rate | 26.3% | 64.9%-38.5pp | 75.4%-49.1pp | 69.6%-43.3pp |
| Annual return | 17.31% | 86.45%-69.1pp | 35.89%-18.6pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $472 | $2,824-83.3% | $4,266-88.9% | $3,740-87.4% |
| Admin fee / account holder | $839 | $4,040-79.2% | $6,581-87.2% | $5,306-84.2% |