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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 | $86,749 | $114,712-24.4% | $173,730-50.1% | $87,485-0.8% |
| Participation rate | 30.0% | 73.0%-43.0pp | 79.6%-49.6pp | 68.9%-38.9pp |
| Annual return | 13.59% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,546 | $4,642-66.7% | $6,326-75.6% | $4,274-63.8% |
| Admin fee / account holder | $28,134 | $10,210+175.6% | $17,523+60.6% | $7,775+261.9% |