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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 | $70,451 | $103,393-31.9% | $87,103-19.1% | $152,909-53.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 21.58% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $527 | $4,778-89.0% | $4,049-87.0% | $5,851-91.0% |
| Admin fee / account holder | $303 | $12,195-97.5% | $7,491-96.0% | $11,601-97.4% |