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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 | $59,522 | $52,639+13.1% | $185,117-67.8% | $62,293-4.4% |
| Participation rate | 22.1% | 63.9%-41.7pp | 77.3%-55.1pp | 69.5%-47.4pp |
| Annual return | 18.09% | 19.57%-1.5pp | 40.50%-22.4pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $598 | $3,097-80.7% | $5,045-88.1% | $3,169-81.1% |
| Admin fee / account holder | $360 | $374-3.5% | $8,159-95.6% | $479-24.8% |