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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 | $63,802 | $91,179-30.0% | $178,499-64.3% | $79,852-20.1% |
| Participation rate | 6.6% | 69.2%-62.6pp | 81.9%-75.4pp | 69.6%-63.1pp |
| Annual return | 11.03% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $343 | $3,236-89.4% | $5,202-93.4% | $3,740-90.8% |
| Admin fee / account holder | $1,815 | $6,749-73.1% | $13,986-87.0% | $5,306-65.8% |