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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 | $52,609 | $72,273-27.2% | $101,275-48.1% | $79,856-34.1% |
| Participation rate | 4.4% | 68.5%-64.0pp | 75.8%-71.4pp | 69.6%-65.2pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.48%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,212 | $3,282-63.1% | $4,371-72.3% | $3,741-67.6% |
| Admin fee / account holder | $10,547 | $4,401+139.6% | $5,948+77.3% | $5,306+98.8% |