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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 | $58,428 | $98,766-40.8% | $149,730-61.0% | $79,852-26.8% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 14.37% | 27.43%-13.1pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,288 | $5,681-59.7% | $6,843-66.6% | $3,740-38.8% |
| Admin fee / account holder | $2,134 | $6,052-64.7% | $9,310-77.1% | $5,306-59.8% |