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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 | $80,334 | $81,476-1.4% | $102,383-21.5% | $80,925-0.7% |
| Participation rate | 24.3% | 66.8%-42.5pp | 74.5%-50.2pp | 67.7%-43.3pp |
| Annual return | 15.76% | 25.59%-9.8pp | 24.94%-9.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $743 | $3,871-80.8% | $5,060-85.3% | $4,299-82.7% |
| Admin fee / account holder | $14,294 | $6,717+112.8% | $8,391+70.3% | $6,940+106.0% |