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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 | $67,640 | $63,354+6.8% | $94,105-28.1% | $82,637-18.1% |
| Participation rate | 30.0% | 63.8%-33.8pp | 71.9%-41.9pp | 68.1%-38.1pp |
| Annual return | 15.81% | 34.36%-18.5pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $665 | $2,873-76.9% | $3,881-82.9% | $4,126-83.9% |
| Admin fee / account holder | $486 | $5,073-90.4% | $6,199-92.2% | $7,339-93.4% |