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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 | $55,820 | $87,132-35.9% | $105,624-47.2% | $80,959-31.1% |
| Participation rate | 57.1% | 70.4%-13.3pp | 75.3%-18.1pp | 67.7%-10.5pp |
| Annual return | 21.50% | 17.03%+4.5pp | 116.20%-94.7pp | 35.67%-14.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $964 | $3,985-75.8% | $5,013-80.8% | $4,300-77.6% |
| Admin fee / account holder | $2,495 | $8,449-70.5% | $10,961-77.2% | $6,925-64.0% |