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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 | $56,443 | $106,524-47.0% | $152,301-62.9% | $87,485-35.5% |
| Participation rate | 14.0% | 75.8%-61.8pp | 82.4%-68.5pp | 68.9%-55.0pp |
| Annual return | 14.45% | 26.89%-12.4pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,349 | $6,525-79.3% | $8,004-83.1% | $4,274-68.4% |
| Admin fee / account holder | $8,980 | $8,287+8.4% | $14,398-37.6% | $7,775+15.5% |