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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 | $65,667 | $89,364-26.5% | $141,177-53.5% | $72,983-10.0% |
| Participation rate | 43.3% | 75.1%-31.8pp | 82.5%-39.1pp | 69.5%-26.2pp |
| Annual return | 21.00% | 111.86%-90.9pp | 71.40%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $5,419-75.5% | $6,710-80.2% | $3,608-63.1% |
| Admin fee / account holder | $695 | $5,959-88.3% | $10,263-93.2% | $5,124-86.4% |