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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 | $56,700 | $101,950-44.4% | $125,529-54.8% | $86,983-34.8% |
| Participation rate | 8.3% | 70.2%-61.8pp | 74.7%-66.4pp | 69.5%-61.2pp |
| Annual return | 15.19% | 18.29%-3.1pp | 202.56%-187.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $772 | $3,862-80.0% | $4,813-84.0% | $4,194-81.6% |
| Admin fee / account holder | $349 | $12,791-97.3% | $16,298-97.9% | $7,856-95.6% |