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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 | $74,895 | $117,829-36.4% | $102,423-26.9% | $145,877-48.7% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 20.58% | 31.83%-11.3pp | 29.42%-8.8pp | 551.28%-530.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $209 | $5,732-96.4% | $5,054-95.9% | $6,691-96.9% |
| Admin fee / account holder | $1,971 | $13,335-85.2% | $9,455-79.1% | $13,402-85.3% |