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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 | $74,956 | $127,096-41.0% | $105,736-29.1% | $135,380-44.6% |
| Participation rate | 18.2% | 82.7%-64.5pp | 76.3%-58.2pp | 82.6%-64.5pp |
| Annual return | 0.81% | 4.49%-3.7pp | 6.27%-5.5pp | 519.81%-519.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,135 | $5,064-77.6% | $4,080-72.2% | $5,609-79.8% |
| Admin fee / account holder | $3,818 | $9,087-58.0% | $6,913-44.8% | $10,828-64.7% |