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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 | $59,907 | $67,411-11.1% | $91,004-34.2% | $70,124-14.6% |
| Participation rate | 18.4% | 71.4%-52.9pp | 75.6%-57.2pp | 69.5%-51.1pp |
| Annual return | 16.04% | -40.16%+56.2pp | 4.60%+11.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,103 | $2,823-60.9% | $3,548-68.9% | $3,332-66.9% |
| Admin fee / account holder | $4,781 | $4,236+12.9% | $5,417-11.7% | $4,645+2.9% |