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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 | $73,349 | $91,559-19.9% | $133,978-45.3% | $79,856-8.1% |
| Participation rate | 7.1% | 73.3%-66.2pp | 79.8%-72.7pp | 69.6%-62.5pp |
| Annual return | 12.61% | 61.85%-49.2pp | 45.10%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $144 | $3,734-96.1% | $5,047-97.1% | $3,741-96.1% |
| Admin fee / account holder | $14,243 | $6,321+125.3% | $8,930+59.5% | $5,306+168.4% |