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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 | $75,684 | $91,559-17.3% | $133,971-43.5% | $79,852-5.2% |
| Participation rate | 20.7% | 73.3%-52.6pp | 79.8%-59.1pp | 69.6%-48.9pp |
| Annual return | 11.92% | 61.85%-49.9pp | 45.09%-33.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,232 | $3,734-67.0% | $5,047-75.6% | $3,740-67.1% |
| Admin fee / account holder | $11,382 | $6,321+80.1% | $8,929+27.5% | $5,306+114.5% |