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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 | $63,645 | $78,425-18.8% | $95,956-33.7% | $79,858-20.3% |
| Participation rate | 61.1% | 73.5%-12.4pp | 77.1%-16.0pp | 69.6%-8.5pp |
| Annual return | 10.45% | 19.37%-8.9pp | 91.63%-81.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,383 | $3,440-59.8% | $4,167-66.8% | $3,740-63.0% |
| Admin fee / account holder | $19,525 | $5,622+247.3% | $6,797+187.3% | $5,306+268.0% |