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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 | $77,823 | $99,995-22.2% | $85,063-8.5% | $145,978-46.7% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 10.36% | 83.99%-73.6pp | 66.54%-56.2pp | 550.52%-540.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $623 | $5,295-88.2% | $4,523-86.2% | $6,690-90.7% |
| Admin fee / account holder | $1,597 | $7,255-78.0% | $6,155-74.1% | $13,400-88.1% |