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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 | $95,279 | $136,307-30.1% | $106,619-10.6% | $273,972-65.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 7.81% | 11.05%-3.2pp | 9.42%-1.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $487 | $4,969-90.2% | $3,930-87.6% | $5,287-90.8% |
| Admin fee / account holder | $15,349 | $8,625+78.0% | $6,418+139.1% | $10,133+51.5% |