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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 | $53,332 | $71,197-25.1% | $93,669-43.1% | $80,925-34.1% |
| Participation rate | 21.0% | 60.4%-39.4pp | 68.7%-47.7pp | 67.7%-46.7pp |
| Annual return | 10.96% | 11.27%-0.3pp | 133.59%-122.6pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,142 | $4,036-71.7% | $4,416-74.1% | $4,299-73.4% |
| Admin fee / account holder | $5,382 | $6,959-22.7% | $8,291-35.1% | $6,940-22.4% |