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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 | $67,064 | $67,606-0.8% | $82,313-18.5% | $70,124-4.4% |
| Participation rate | 21.1% | 72.8%-51.7pp | 76.9%-55.8pp | 69.5%-48.5pp |
| Annual return | 16.06% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $943 | $2,987-68.4% | $3,706-74.6% | $3,332-71.7% |
| Admin fee / account holder | $18,171 | $4,512+302.7% | $5,608+224.0% | $4,645+291.1% |