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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 | $64,753 | $117,846-45.1% | $102,434-36.8% | $145,884-55.6% |
| Participation rate | 17.4% | 78.6%-61.2pp | 76.5%-59.1pp | 80.3%-62.9pp |
| Annual return | 8.82% | 31.90%-23.1pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $176 | $5,733-96.9% | $5,055-96.5% | $6,690-97.4% |
| Admin fee / account holder | $5,836 | $13,356-56.3% | $9,462-38.3% | $13,392-56.4% |