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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 | $63,817 | $99,345-35.8% | $84,753-24.7% | $273,972-76.7% |
| Participation rate | 20.0% | 80.7%-60.7pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 2.21% | 22.93%-20.7pp | 22.78%-20.6pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $583 | $4,270-86.3% | $3,712-84.3% | $5,287-89.0% |
| Admin fee / account holder | $1,671 | $6,645-74.9% | $5,333-68.7% | $10,133-83.5% |