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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 | $61,215 | $76,834-20.3% | $108,359-43.5% | $87,485-30.0% |
| Participation rate | 23.5% | 61.7%-38.2pp | 70.1%-46.6pp | 68.9%-45.4pp |
| Annual return | 14.35% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $923 | $3,100-70.2% | $4,137-77.7% | $4,274-78.4% |
| Admin fee / account holder | $15,151 | $6,537+131.8% | $9,741+55.5% | $7,775+94.9% |