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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 | $69,865 | $124,980-44.1% | $108,359-35.5% | $154,746-54.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 11.89% | 45.00%-33.1pp | 36.89%-25.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $152 | $4,743-96.8% | $4,137-96.3% | $6,730-97.7% |
| Admin fee / account holder | $40,507 | $11,502+252.2% | $9,741+315.8% | $14,365+182.0% |