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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 | $50,005 | $56,110-10.9% | $94,993-47.4% | $70,126-28.7% |
| Participation rate | 17.9% | 65.0%-47.1pp | 73.9%-56.0pp | 69.5%-51.7pp |
| Annual return | 12.76% | 51.02%-38.3pp | 27.14%-14.4pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $734 | $2,391-69.3% | $3,317-77.9% | $3,332-78.0% |
| Admin fee / account holder | $8,280 | $3,456+139.6% | $4,960+66.9% | $4,645+78.2% |