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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 | $62,451 | $106,247-41.2% | $96,515-35.3% | $139,466-55.2% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 11.66% | 38.47%-26.8pp | 35.73%-24.1pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $615 | $5,456-88.7% | $4,880-87.4% | $6,712-90.8% |
| Admin fee / account holder | $12,564 | $7,885+59.3% | $6,735+86.5% | $11,409+10.1% |