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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 | $58,519 | $103,392-43.4% | $87,104-32.8% | $152,897-61.7% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.9%-11.9pp | 82.5%-17.5pp |
| Annual return | 14.33% | 28.10%-13.8pp | 28.19%-13.9pp | 345.43%-331.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,208 | $4,778-74.7% | $4,048-70.2% | $5,851-79.4% |
| Admin fee / account holder | $14,954 | $12,194+22.6% | $7,491+99.6% | $11,599+28.9% |