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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 | $75,242 | $76,407-1.5% | $150,298-49.9% | $82,448-8.7% |
| Participation rate | 17.3% | 66.4%-49.1pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 13.85% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $605 | $3,214-81.2% | $5,453-88.9% | $4,139-85.4% |
| Admin fee / account holder | $6,029 | $6,352-5.1% | $14,116-57.3% | $7,234-16.7% |