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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 | $90,513 | $103,393-12.5% | $87,103+3.9% | $152,909-40.8% |
| Participation rate | 31.8% | 79.4%-47.5pp | 76.9%-45.1pp | 82.5%-50.6pp |
| Annual return | 17.08% | 28.10%-11.0pp | 28.19%-11.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,180 | $4,778-75.3% | $4,049-70.9% | $5,851-79.8% |
| Admin fee / account holder | $370 | $12,195-97.0% | $7,491-95.1% | $11,601-96.8% |