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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 | $77,574-21.1% | $108,753-43.7% | $86,983-29.6% |
| Participation rate | 23.5% | 62.3%-38.8pp | 71.1%-47.6pp | 69.5%-46.0pp |
| Annual return | 14.35% | 18.42%-4.1pp | 37.47%-23.1pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $923 | $3,128-70.5% | $4,115-77.6% | $4,194-78.0% |
| Admin fee / account holder | $15,151 | $6,529+132.1% | $10,320+46.8% | $7,856+92.9% |