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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 | $61,087 | $98,766-38.1% | $149,730-59.2% | $79,852-23.5% |
| Participation rate | 41.0% | 75.8%-34.8pp | 82.5%-41.5pp | 69.6%-28.7pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.70%-264.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,321 | $5,681-59.1% | $6,843-66.1% | $3,740-37.9% |
| Admin fee / account holder | $4,229 | $6,052-30.1% | $9,310-54.6% | $5,306-20.3% |