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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 | $86,801 | $118,496-26.7% | $98,461-11.8% | $139,466-37.8% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 28.87% | 18.96%+9.9pp | 21.17%+7.7pp | 373.66%-344.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,304 | $5,393-75.8% | $4,738-72.5% | $6,712-80.6% |
| Admin fee / account holder | $13,623 | $14,056-3.1% | $8,961+52.0% | $11,409+19.4% |