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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 | $70,324 | $93,598-24.9% | $135,974-48.3% | $75,173-6.4% |
| Participation rate | 30.6% | 75.2%-44.5pp | 81.9%-51.3pp | 67.2%-36.6pp |
| Annual return | 55.40% | 30.89%+24.5pp | 68.30%-12.9pp | 160.72%-105.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,086 | $6,405-67.4% | $7,760-73.1% | $4,126-49.4% |
| Admin fee / account holder | $570 | $6,978-91.8% | $10,767-94.7% | $5,651-89.9% |