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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 | $74,592 | $76,407-2.4% | $150,298-50.4% | $82,448-9.5% |
| Participation rate | 19.5% | 66.4%-46.9pp | 77.8%-58.2pp | 68.1%-48.6pp |
| Annual return | 14.20% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $801 | $3,214-75.1% | $5,453-85.3% | $4,139-80.7% |
| Admin fee / account holder | $1,713 | $6,352-73.0% | $14,116-87.9% | $7,234-76.3% |