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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 | $62,350 | $67,411-7.5% | $91,004-31.5% | $70,126-11.1% |
| Participation rate | 14.6% | 71.4%-56.7pp | 75.6%-61.0pp | 69.5%-54.9pp |
| Annual return | 16.73% | -40.16%+56.9pp | 4.60%+12.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $416 | $2,823-85.3% | $3,548-88.3% | $3,332-87.5% |
| Admin fee / account holder | $869 | $4,236-79.5% | $5,417-84.0% | $4,645-81.3% |