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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 | $56,592 | $116,203-51.3% | $93,621-39.6% | $152,897-63.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 21.32% | 35.96%-14.6pp | 32.76%-11.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $853 | $4,605-81.5% | $4,070-79.0% | $5,851-85.4% |
| Admin fee / account holder | $567 | $10,751-94.7% | $7,890-92.8% | $11,599-95.1% |