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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 | $69,437 | $58,828+18.0% | $78,002-11.0% | $62,881+10.4% |
| Participation rate | 31.0% | 71.1%-40.1pp | 75.5%-44.6pp | 69.3%-38.4pp |
| Annual return | 12.16% | 17.16%-5.0pp | 425.99%-413.8pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $534 | $2,686-80.1% | $3,497-84.7% | $3,203-83.3% |
| Admin fee / account holder | $1,961 | $4,393-55.4% | $5,481-64.2% | $4,296-54.4% |