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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 | $62,917 | $85,515-26.4% | $112,040-43.8% | $67,986-7.5% |
| Participation rate | 16.3% | 68.2%-51.9pp | 76.5%-60.2pp | 57.2%-40.9pp |
| Annual return | 12.90% | 29.68%-16.8pp | 24.52%-11.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,455 | $4,014-63.8% | $5,098-71.5% | $3,358-56.7% |
| Admin fee / account holder | $9,341 | $3,774+147.5% | $12,098-22.8% | $3,203+191.6% |