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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 | $72,419 | $98,766-26.7% | $149,730-51.6% | $79,852-9.3% |
| Participation rate | 37.7% | 75.8%-38.0pp | 82.5%-44.7pp | 69.6%-31.9pp |
| Annual return | 23.29% | 27.43%-4.1pp | 276.70%-253.4pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,442 | $5,681-74.6% | $6,843-78.9% | $3,740-61.4% |
| Admin fee / account holder | $2,921 | $6,052-51.7% | $9,310-68.6% | $5,306-44.9% |