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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 | $60,889 | $91,198-33.2% | $178,503-65.9% | $79,856-23.8% |
| Participation rate | 27.1% | 69.2%-42.1pp | 81.9%-54.8pp | 69.6%-42.5pp |
| Annual return | 14.05% | 24.20%-10.1pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $607 | $3,237-81.2% | $5,202-88.3% | $3,741-83.8% |
| Admin fee / account holder | $2,199 | $6,748-67.4% | $13,987-84.3% | $5,306-58.6% |