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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 | $57,075 | $71,353-20.0% | $92,805-38.5% | $86,983-34.4% |
| Participation rate | 20.8% | 80.9%-60.1pp | 83.5%-62.8pp | 69.5%-48.8pp |
| Annual return | 36.18% | 44.68%-8.5pp | 31.59%+4.6pp | 25.83%+10.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,727 | $6,966-60.9% | $8,448-67.7% | $4,194-35.0% |
| Admin fee / account holder | $32,898 | $6,099+439.4% | $10,911+201.5% | $7,856+318.8% |