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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 | $76,865 | $87,225-11.9% | $158,226-51.4% | $94,015-18.2% |
| Participation rate | 48.6% | 67.9%-19.3pp | 74.8%-26.2pp | 70.8%-22.2pp |
| Annual return | 13.19% | 16.34%-3.1pp | 501.41%-488.2pp | 17.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $624 | $3,405-81.7% | $4,317-85.5% | $4,249-85.3% |
| Admin fee / account holder | $2,423 | $7,888-69.3% | $10,217-76.3% | $8,951-72.9% |