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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 | $62,408 | $47,944+30.2% | $67,834-8.0% | $62,881-0.8% |
| Participation rate | 20.0% | 61.1%-41.1pp | 68.8%-48.8pp | 69.3%-49.3pp |
| Annual return | 5.87% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $178 | $2,247-92.1% | $3,160-94.4% | $3,203-94.4% |
| Admin fee / account holder | $4,426 | $3,712+19.2% | $4,622-4.2% | $4,296+3.0% |