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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 | $81,412 | $161,352-49.5% | $134,172-39.3% | $137,256-40.7% |
| Participation rate | 56.5% | 78.3%-21.8pp | 72.5%-15.9pp | 80.0%-23.4pp |
| Annual return | 13.13% | 28.72%-15.6pp | 25.30%-12.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $838 | $5,552-84.9% | $4,690-82.1% | $6,407-86.9% |
| Admin fee / account holder | $5,577 | $15,028-62.9% | $12,016-53.6% | $12,270-54.6% |