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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 | $70,077 | $118,467-40.8% | $98,450-28.8% | $139,456-49.7% |
| Participation rate | 14.3% | 77.5%-63.2pp | 75.2%-60.9pp | 80.3%-66.0pp |
| Annual return | 17.34% | 18.95%-1.6pp | 21.16%-3.8pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,286 | $5,393-76.2% | $4,739-72.9% | $6,711-80.8% |
| Admin fee / account holder | $442 | $14,057-96.9% | $8,961-95.1% | $11,407-96.1% |