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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 | $67,562 | $146,267-53.8% | $197,124-65.7% | $82,448-18.1% |
| Participation rate | 69.7% | 84.0%-14.3pp | 86.7%-17.0pp | 68.1%+1.6pp |
| Annual return | 23.51% | 29.61%-6.1pp | 44.34%-20.8pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,114 | $7,035-69.9% | $9,135-76.9% | $4,139-48.9% |
| Admin fee / account holder | $1,693 | $14,422-88.3% | $16,298-89.6% | $7,234-76.6% |