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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 | $65,208 | $81,208-19.7% | $98,920-34.1% | $79,852-18.3% |
| Participation rate | 48.5% | 72.5%-24.0pp | 76.0%-27.5pp | 69.6%-21.2pp |
| Annual return | 14.95% | 60.99%-46.0pp | 196.47%-181.5pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,005 | $3,265-69.2% | $4,245-76.3% | $3,740-73.1% |
| Admin fee / account holder | $7,339 | $6,013+22.1% | $6,643+10.5% | $5,306+38.3% |