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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 | $68,226 | $73,787-7.5% | $98,716-30.9% | $82,448-17.2% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 18.53% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $950 | $3,081-69.2% | $4,048-76.5% | $4,139-77.0% |
| Admin fee / account holder | $37,660 | $6,500+479.4% | $8,703+332.7% | $7,234+420.6% |