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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 | $61,358 | $98,766-37.9% | $149,730-59.0% | $79,852-23.2% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 14.67% | 27.43%-12.8pp | 276.70%-262.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,020 | $5,681-82.0% | $6,843-85.1% | $3,740-72.7% |
| Admin fee / account holder | $663 | $6,052-89.0% | $9,310-92.9% | $5,306-87.5% |