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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 | $67,805 | $73,978-8.3% | $96,515-29.7% | $75,173-9.8% |
| Participation rate | 7.9% | 66.4%-58.5pp | 74.3%-66.5pp | 67.2%-59.3pp |
| Annual return | 16.69% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $279 | $3,660-92.4% | $4,880-94.3% | $4,126-93.2% |
| Admin fee / account holder | $12,095 | $5,219+131.8% | $6,735+79.6% | $5,651+114.0% |