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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 | $62,903 | $93,346-32.6% | $71,796-12.4% | $273,972-77.0% |
| Participation rate | 26.3% | 76.5%-50.2pp | 69.1%-42.8pp | 83.0%-56.7pp |
| Annual return | 8.67% | 130.39%-121.7pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $591 | $3,475-83.0% | $2,794-78.9% | $5,287-88.8% |
| Admin fee / account holder | $17,945 | $6,571+173.1% | $4,815+272.7% | $10,133+77.1% |