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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 | $64,715 | $85,171-24.0% | $172,753-62.5% | $72,976-11.3% |
| Participation rate | 22.4% | 70.1%-47.7pp | 82.6%-60.3pp | 69.5%-47.1pp |
| Annual return | 17.70% | 27.32%-9.6pp | 803.00%-785.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $838 | $3,260-74.3% | $5,198-83.9% | $3,608-76.8% |
| Admin fee / account holder | $1,863 | $5,880-68.3% | $13,956-86.7% | $5,124-63.7% |