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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 | $61,525 | $71,523-14.0% | $98,461-37.5% | $71,511-14.0% |
| Participation rate | 39.3% | 72.7%-33.4pp | 75.2%-35.9pp | 67.9%-28.7pp |
| Annual return | 19.24% | 32.43%-13.2pp | 21.17%-1.9pp | 28.86%-9.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,752 | $4,109-57.4% | $4,738-63.0% | $4,291-59.2% |
| Admin fee / account holder | $16,567 | $1,676+888.6% | $8,961+84.9% | $1,588+943.0% |