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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 | $59,036 | $101,798-42.0% | $165,071-64.2% | $80,935-27.1% |
| Participation rate | 36.4% | 71.8%-35.5pp | 78.6%-42.3pp | 67.7%-31.3pp |
| Annual return | 15.43% | 16.73%-1.3pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,715 | $4,476-61.7% | $6,035-71.6% | $4,299-60.1% |
| Admin fee / account holder | $20,556 | $8,221+150.0% | $12,695+61.9% | $6,924+196.9% |