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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 | $94,594 | $124,346-23.9% | $111,308-15.0% | $167,536-43.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 13.49% | 37.45%-24.0pp | 54.67%-41.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,098 | $5,182-78.8% | $4,487-75.5% | $6,342-82.7% |
| Admin fee / account holder | $1,951 | $10,621-81.6% | $7,965-75.5% | $12,315-84.2% |