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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 | $56,208 | $110,410-49.1% | $102,437-45.1% | $145,897-61.5% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 14.53% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,089 | $5,622-80.6% | $5,060-78.5% | $6,689-83.7% |
| Admin fee / account holder | $6,692 | $9,745-31.3% | $8,388-20.2% | $13,390-50.0% |