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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 | $55,831 | $58,493-4.6% | $84,021-33.6% | $72,975-23.5% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 16.80% | 28.93%-12.1pp | 71.32%-54.5pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,023 | $2,394-57.3% | $3,239-68.4% | $3,608-71.7% |
| Admin fee / account holder | $3,950 | $4,569-13.5% | $6,102-35.3% | $5,124-22.9% |