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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 | $52,259 | $124,980-58.2% | $108,359-51.8% | $154,746-66.2% |
| Participation rate | 31.3% | 75.2%-43.9pp | 70.1%-38.9pp | 80.7%-49.5pp |
| Annual return | 9.60% | 45.00%-35.4pp | 36.89%-27.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,107 | $4,743-76.7% | $4,137-73.2% | $6,730-83.5% |
| Admin fee / account holder | $21,542 | $11,502+87.3% | $9,741+121.2% | $14,365+50.0% |