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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 | $61,932 | $71,215-13.0% | $93,696-33.9% | $80,935-23.5% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-15.9pp |
| Annual return | 14.45% | 11.27%+3.2pp | 133.74%-119.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,154 | $4,037-71.4% | $4,417-73.9% | $4,299-73.2% |
| Admin fee / account holder | $2,634 | $6,958-62.1% | $8,287-68.2% | $6,924-62.0% |