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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 | $66,042 | $81,358-18.8% | $155,556-57.5% | $80,959-18.4% |
| Participation rate | 56.0% | 66.3%-10.3pp | 78.2%-22.2pp | 67.7%-11.7pp |
| Annual return | 12.37% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $768 | $3,455-77.8% | $5,631-86.4% | $4,300-82.1% |
| Admin fee / account holder | $2,880 | $7,994-64.0% | $15,885-81.9% | $6,925-58.4% |