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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 | $68,094 | $71,215-4.4% | $93,696-27.3% | $80,935-15.9% |
| Participation rate | 30.0% | 60.4%-30.4pp | 68.7%-38.7pp | 67.7%-37.7pp |
| Annual return | 17.50% | 11.27%+6.2pp | 133.74%-116.2pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,109 | $4,037-72.5% | $4,417-74.9% | $4,299-74.2% |
| Admin fee / account holder | $4,339 | $6,958-37.6% | $8,287-47.6% | $6,924-37.3% |