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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 | $76,691 | $107,421-28.6% | $182,262-57.9% | $94,015-18.4% |
| Participation rate | 53.3% | 77.8%-24.4pp | 84.2%-30.9pp | 70.8%-17.5pp |
| Annual return | 13.15% | 21.32%-8.2pp | 140.60%-127.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,417 | $6,558-63.1% | $8,276-70.8% | $4,249-43.1% |
| Admin fee / account holder | $11,579 | $8,692+33.2% | $16,712-30.7% | $8,951+29.4% |