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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 | $57,597 | $80,983-28.9% | $96,544-40.3% | $75,177-23.4% |
| Participation rate | 14.9% | 71.8%-56.9pp | 76.0%-61.1pp | 67.2%-52.3pp |
| Annual return | 14.19% | 27.05%-12.9pp | 25.88%-11.7pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $530 | $3,929-86.5% | $4,851-89.1% | $4,126-87.2% |
| Admin fee / account holder | $23,649 | $6,717+252.1% | $8,254+186.5% | $5,651+318.5% |