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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 | $87,134 | $211,224-58.7% | $178,505-51.2% | $145,897-40.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 13.10% | 30.28%-17.2pp | 27.16%-14.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $707 | $6,966-89.9% | $6,280-88.7% | $6,689-89.4% |
| Admin fee / account holder | $5,725 | $12,109-52.7% | $10,428-45.1% | $13,390-57.2% |