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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 | $64,522 | $167,415-61.5% | $140,514-54.1% | $198,609-67.5% |
| Participation rate | 53.3% | 80.9%-27.5pp | 77.8%-24.5pp | 82.4%-29.0pp |
| Annual return | 9.57% | 13.85%-4.3pp | 14.36%-4.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $193 | $5,579-96.5% | $4,919-96.1% | $6,977-97.2% |
| Admin fee / account holder | $4,537 | $16,730-72.9% | $13,697-66.9% | $19,030-76.2% |