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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 | $52,115 | $117,829-55.8% | $102,423-49.1% | $145,877-64.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.13% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,285 | $5,732-77.6% | $5,054-74.6% | $6,691-80.8% |
| Admin fee / account holder | $59,582 | $13,335+346.8% | $9,455+530.2% | $13,402+344.6% |