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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 | $54,326 | $91,559-40.7% | $133,978-59.5% | $79,856-32.0% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.6%-39.6pp |
| Annual return | 10.67% | 61.85%-51.2pp | 45.10%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,369 | $3,734-63.3% | $5,047-72.9% | $3,741-63.4% |
| Admin fee / account holder | $13,329 | $6,321+110.9% | $8,930+49.3% | $5,306+151.2% |