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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 | $52,256 | $64,324-18.8% | $118,946-56.1% | $79,852-34.6% |
| Participation rate | 24.2% | 64.9%-40.7pp | 75.4%-51.2pp | 69.6%-45.4pp |
| Annual return | 12.09% | 86.45%-74.4pp | 35.89%-23.8pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $672 | $2,824-76.2% | $4,266-84.2% | $3,740-82.0% |
| Admin fee / account holder | $13,263 | $4,040+228.3% | $6,581+101.5% | $5,306+149.9% |