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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 | $77,443 | $110,240-29.8% | $96,544-19.8% | $139,487-44.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 12.02% | 26.41%-14.4pp | 25.88%-13.9pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,107 | $5,549-80.0% | $4,851-77.2% | $6,713-83.5% |
| Admin fee / account holder | $2,860 | $11,602-75.3% | $8,254-65.3% | $11,407-74.9% |