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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 | $66,212 | $89,370-25.9% | $141,197-53.1% | $72,976-9.3% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 24.97% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,582 | $5,419-70.8% | $6,710-76.4% | $3,608-56.1% |
| Admin fee / account holder | $13,527 | $5,957+127.1% | $10,265+31.8% | $5,124+164.0% |