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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 | $84,391 | $91,179-7.4% | $178,499-52.7% | $79,852+5.7% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.8pp | 69.6%-24.5pp |
| Annual return | 10.65% | 24.19%-13.5pp | 151.10%-140.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $599 | $3,236-81.5% | $5,202-88.5% | $3,740-84.0% |
| Admin fee / account holder | $1,021 | $6,749-84.9% | $13,986-92.7% | $5,306-80.8% |