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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 | $66,627 | $98,766-32.5% | $149,730-55.5% | $79,852-16.6% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 21.75% | 27.43%-5.7pp | 276.70%-254.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,763 | $5,681-69.0% | $6,843-74.2% | $3,740-52.9% |
| Admin fee / account holder | $314 | $6,052-94.8% | $9,310-96.6% | $5,306-94.1% |