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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 | $49,775 | $76,383-34.8% | $121,663-59.1% | $64,340-22.6% |
| Participation rate | 15.0% | 60.4%-45.4pp | 74.5%-59.5pp | 55.2%-40.2pp |
| Annual return | 13.05% | 16.98%-3.9pp | 147.54%-134.5pp | 24.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $661 | $3,149-79.0% | $4,887-86.5% | $2,980-77.8% |
| Admin fee / account holder | $4,259 | $4,142+2.8% | $14,289-70.2% | $3,703+15.0% |