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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 | $23,621 | $70,486-66.5% | $100,528-76.5% | $79,852-70.4% |
| Participation rate | 27.8% | 73.6%-45.9pp | 79.4%-51.6pp | 69.6%-41.9pp |
| Annual return | 12.64% | 21.90%-9.3pp | 30.90%-18.3pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,872 | $5,182-63.9% | $6,271-70.1% | $3,740-50.0% |
| Admin fee / account holder | $2,918 | $4,480-34.9% | $8,084-63.9% | $5,306-45.0% |