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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 | $59,972 | $90,400-33.7% | $186,193-67.8% | $87,485-31.4% |
| Participation rate | 25.6% | 66.2%-40.6pp | 77.1%-51.5pp | 68.9%-43.3pp |
| Annual return | 16.27% | 22.15%-5.9pp | 78.03%-61.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,365 | $4,330-68.5% | $6,513-79.0% | $4,274-68.1% |
| Admin fee / account holder | $1,158 | $8,673-86.6% | $11,058-89.5% | $7,775-85.1% |