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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 | $177,156-36.7% | $147,027-23.7% | $154,746-27.5% |
| Participation rate | 47.1% | 79.4%-32.3pp | 73.7%-26.7pp | 80.7%-33.6pp |
| Annual return | 12.30% | 21.94%-9.6pp | 20.23%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,261 | $5,797-78.3% | $4,933-74.4% | $6,730-81.3% |
| Admin fee / account holder | $37,100 | $14,904+148.9% | $12,223+203.5% | $14,365+158.3% |