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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 | $81,687 | $94,031-13.1% | $115,768-29.4% | $82,448-0.9% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 12.59% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,634 | $3,972-58.8% | $4,917-66.8% | $4,139-60.5% |
| Admin fee / account holder | $3,297 | $10,249-67.8% | $12,439-73.5% | $7,234-54.4% |