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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 | $66,553 | $130,294-48.9% | $170,043-60.9% | $71,511-6.9% |
| Participation rate | 45.7% | 86.2%-40.5pp | 87.0%-41.3pp | 67.9%-22.2pp |
| Annual return | 16.03% | 20.36%-4.3pp | 53.40%-37.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,995 | $6,928-71.2% | $10,410-80.8% | $4,291-53.5% |
| Admin fee / account holder | $2,147 | $966+122.2% | $12,824-83.3% | $1,588+35.2% |