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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 | $112,209 | $161,352-30.5% | $134,172-16.4% | $137,256-18.2% |
| Participation rate | 47.1% | 78.3%-31.2pp | 72.5%-25.4pp | 80.0%-32.9pp |
| Annual return | 12.30% | 28.72%-16.4pp | 25.30%-13.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,261 | $5,552-77.3% | $4,690-73.1% | $6,407-80.3% |
| Admin fee / account holder | $37,100 | $15,028+146.9% | $12,016+208.8% | $12,270+202.4% |