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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 | $58,489 | $109,359-46.5% | $162,185-63.9% | $72,976-19.9% |
| Participation rate | 48.1% | 84.3%-36.1pp | 87.6%-39.4pp | 69.5%-21.3pp |
| Annual return | 46.48% | 25.46%+21.0pp | 115.61%-69.1pp | 81.02%-34.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $731 | $5,481-86.7% | $7,297-90.0% | $3,608-79.7% |
| Admin fee / account holder | $1,024 | $7,972-87.2% | $10,844-90.6% | $5,124-80.0% |