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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 | $64,565 | $70,486-8.4% | $100,535-35.8% | $79,856-19.1% |
| Participation rate | 31.5% | 73.6%-42.2pp | 79.4%-47.9pp | 69.6%-38.2pp |
| Annual return | 21.56% | 21.90%-0.3pp | 30.90%-9.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $5,182-85.3% | $6,271-87.9% | $3,741-79.7% |
| Admin fee / account holder | $2,555 | $4,480-43.0% | $8,085-68.4% | $5,306-51.9% |