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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 | $85,809 | $106,280-19.3% | $96,538-11.1% | $139,487-38.5% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.1pp |
| Annual return | 18.97% | 38.48%-19.5pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,288 | $5,457-76.4% | $4,880-73.6% | $6,713-80.8% |
| Admin fee / account holder | $13,654 | $7,888+73.1% | $6,737+102.7% | $11,407+19.7% |