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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 | $79,908 | $89,259-10.5% | $107,187-25.5% | $82,637-3.3% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 14.35% | 21.02%-6.7pp | 204.55%-190.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,565 | $4,037-61.2% | $5,096-69.3% | $4,126-62.1% |
| Admin fee / account holder | $743 | $7,381-89.9% | $9,162-91.9% | $7,339-89.9% |