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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 | $55,975 | $77,574-27.8% | $108,753-48.5% | $86,983-35.6% |
| Participation rate | 15.6% | 62.3%-46.7pp | 71.1%-55.5pp | 69.5%-54.0pp |
| Annual return | 15.17% | 18.42%-3.3pp | 37.47%-22.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $708 | $3,128-77.4% | $4,115-82.8% | $4,194-83.1% |
| Admin fee / account holder | $13,322 | $6,529+104.1% | $10,320+29.1% | $7,856+69.6% |