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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 | $59,913 | $135,905-55.9% | $126,068-52.5% | $198,609-69.8% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 9.53% | 14.07%-4.5pp | 15.01%-5.5pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $667 | $8,523-92.2% | $8,214-91.9% | $6,977-90.4% |
| Admin fee / account holder | $12,818 | $21,036-39.1% | $18,264-29.8% | $19,030-32.6% |