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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 | $81,786 | $118,877-31.2% | $96,570-15.3% | $167,536-51.2% |
| Participation rate | 42.1% | 75.5%-33.4pp | 69.8%-27.7pp | 82.1%-40.0pp |
| Annual return | 12.87% | 50.50%-37.6pp | 37.79%-24.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $841 | $4,617-81.8% | $3,849-78.2% | $6,342-86.7% |
| Admin fee / account holder | $17,728 | $8,069+119.7% | $6,182+186.7% | $12,315+44.0% |