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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 | $65,946 | $77,908-15.4% | $149,696-55.9% | $75,173-12.3% |
| Participation rate | 25.5% | 65.6%-40.0pp | 78.8%-53.2pp | 67.2%-41.7pp |
| Annual return | 13.59% | 31.73%-18.1pp | 134.46%-120.9pp | 160.72%-147.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $399 | $3,411-88.3% | $5,682-93.0% | $4,126-90.3% |
| Admin fee / account holder | $11,246 | $5,950+89.0% | $13,212-14.9% | $5,651+99.0% |