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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 | $66,773 | $86,940-23.2% | $102,434-34.8% | $80,935-17.5% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.7pp | 67.7%-30.8pp |
| Annual return | 13.14% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,539 | $4,121-62.6% | $5,055-69.5% | $4,299-64.2% |
| Admin fee / account holder | $22,392 | $8,047+178.3% | $9,462+136.6% | $6,924+223.4% |