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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 | $65,102 | $102,638-36.6% | $81,982-20.6% | $158,982-59.1% |
| Participation rate | 45.0% | 75.5%-30.5pp | 69.3%-24.3pp | 82.0%-37.0pp |
| Annual return | 14.54% | 61.05%-46.5pp | 41.31%-26.8pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $726 | $4,649-84.4% | $3,722-80.5% | $5,983-87.9% |
| Admin fee / account holder | $13,666 | $8,237+65.9% | $5,665+141.2% | $11,252+21.5% |