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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 | $69,572 | $87,132-20.2% | $105,624-34.1% | $80,959-14.1% |
| Participation rate | 35.0% | 70.4%-35.4pp | 75.3%-40.3pp | 67.7%-32.7pp |
| Annual return | 10.66% | 17.03%-6.4pp | 116.20%-105.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,537 | $3,985-61.4% | $5,013-69.3% | $4,300-64.3% |
| Admin fee / account holder | $1,147 | $8,449-86.4% | $10,961-89.5% | $6,925-83.4% |