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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 | $92,512 | $135,956-32.0% | $123,894-25.3% | $273,972-66.2% |
| Participation rate | 26.7% | 84.1%-57.4pp | 81.4%-54.7pp | 83.0%-56.3pp |
| Annual return | 4.32% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,249 | $6,343-80.3% | $5,984-79.1% | $5,287-76.4% |
| Admin fee / account holder | $25,040 | $9,817+155.1% | $8,357+199.6% | $10,133+147.1% |