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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 | $94,178 | $117,846-20.1% | $102,434-8.1% | $145,884-35.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 15.19% | 31.90%-16.7pp | 29.46%-14.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $955 | $5,733-83.4% | $5,055-81.1% | $6,690-85.7% |
| Admin fee / account holder | $4,466 | $13,356-66.6% | $9,462-52.8% | $13,392-66.6% |