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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 | $72,867 | $99,994-27.1% | $146,643-50.3% | $85,847-15.1% |
| Participation rate | 41.0% | 73.1%-32.0pp | 80.1%-39.0pp | 69.3%-28.3pp |
| Annual return | 27.14% | 18.93%+8.2pp | 22.75%+4.4pp | 318.61%-291.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,608 | $4,006-59.9% | $5,506-70.8% | $3,952-59.3% |
| Admin fee / account holder | $902 | $7,703-88.3% | $10,280-91.2% | $6,261-85.6% |