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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 | $70,865 | $79,894-11.3% | $135,792-47.8% | $82,637-14.2% |
| Participation rate | 23.7% | 63.0%-39.3pp | 72.6%-48.9pp | 68.1%-44.4pp |
| Annual return | 13.48% | 17.20%-3.7pp | 25.96%-12.5pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $926 | $3,194-71.0% | $4,759-80.5% | $4,126-77.6% |
| Admin fee / account holder | $32,330 | $6,434+402.5% | $12,266+163.6% | $7,339+340.5% |