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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 | $50,325 | $130,294-61.4% | $170,057-70.4% | $71,529-29.6% |
| Participation rate | 39.2% | 86.2%-47.0pp | 87.0%-47.8pp | 67.9%-28.8pp |
| Annual return | 15.06% | 20.36%-5.3pp | 53.42%-38.4pp | 28.97%-13.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,347 | $6,928-51.7% | $10,411-67.9% | $4,291-22.0% |
| Admin fee / account holder | $2,177 | $966+125.2% | $12,826-83.0% | $1,588+37.0% |