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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 | $76,845 | $98,766-22.2% | $149,730-48.7% | $79,852-3.8% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.6%-18.0pp |
| Annual return | 18.40% | 27.43%-9.0pp | 276.70%-258.3pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,942 | $5,681-65.8% | $6,843-71.6% | $3,740-48.1% |
| Admin fee / account holder | $1,086 | $6,052-82.1% | $9,310-88.3% | $5,306-79.5% |