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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 | $59,435 | $71,230-16.6% | $93,727-36.6% | $80,959-26.6% |
| Participation rate | 12.1% | 60.4%-48.3pp | 68.7%-56.6pp | 67.7%-55.5pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.83%-120.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $887 | $4,037-78.0% | $4,417-79.9% | $4,300-79.4% |
| Admin fee / account holder | $2,341 | $6,961-66.4% | $8,292-71.8% | $6,925-66.2% |