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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 | $88,274 | $102,422-13.8% | $147,117-40.0% | $80,959+9.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 19.18% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,697 | $6,652-74.5% | $8,065-79.0% | $4,300-60.5% |
| Admin fee / account holder | $5,824 | $7,953-26.8% | $12,993-55.2% | $6,925-15.9% |