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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 | $49,025 | $87,132-43.7% | $105,624-53.6% | $80,959-39.4% |
| Participation rate | 28.8% | 70.4%-41.6pp | 75.3%-46.5pp | 67.7%-38.9pp |
| Annual return | 13.08% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,620 | $3,985-59.4% | $5,013-67.7% | $4,300-62.3% |
| Admin fee / account holder | $17,939 | $8,449+112.3% | $10,961+63.7% | $6,925+159.0% |