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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 | $72,957 | $112,112-34.9% | $95,956-24.0% | $158,950-54.1% |
| Participation rate | 45.8% | 79.0%-33.1pp | 77.1%-31.2pp | 82.0%-36.1pp |
| Annual return | 14.01% | 171.15%-157.1pp | 91.63%-77.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,481 | $4,784-69.0% | $4,167-64.5% | $5,983-75.3% |
| Admin fee / account holder | $14,831 | $10,134+46.3% | $6,797+118.2% | $11,248+31.8% |