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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 | $73,437 | $117,829-37.7% | $102,423-28.3% | $145,877-49.7% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.5pp |
| Annual return | 13.39% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $615 | $5,732-89.3% | $5,054-87.8% | $6,691-90.8% |
| Admin fee / account holder | $14,870 | $13,335+11.5% | $9,455+57.3% | $13,402+11.0% |