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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 | $69,808 | $91,198-23.5% | $178,503-60.9% | $79,856-12.6% |
| Participation rate | 30.0% | 69.2%-39.2pp | 81.9%-51.9pp | 69.6%-39.6pp |
| Annual return | 10.39% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $453 | $3,237-86.0% | $5,202-91.3% | $3,741-87.9% |
| Admin fee / account holder | $1,788 | $6,748-73.5% | $13,987-87.2% | $5,306-66.3% |