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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 | $88,839 | $105,284-15.6% | $150,734-41.1% | $94,015-5.5% |
| Participation rate | 18.2% | 71.7%-53.6pp | 78.4%-60.3pp | 70.8%-52.6pp |
| Annual return | 12.06% | 15.67%-3.6pp | 600.81%-588.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,305 | $4,274-69.5% | $5,610-76.7% | $4,249-69.3% |
| Admin fee / account holder | $24,177 | $9,839+145.7% | $14,905+62.2% | $8,951+170.1% |