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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 | $69,042 | $78,707-12.3% | $117,861-41.4% | $70,126-1.5% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 13.61% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $737 | $3,297-77.6% | $4,482-83.6% | $3,332-77.9% |
| Admin fee / account holder | $539 | $5,066-89.4% | $8,021-93.3% | $4,645-88.4% |