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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 | $63,387 | $53,777+17.9% | $134,155-52.8% | $79,858-20.6% |
| Participation rate | 31.4% | 58.8%-27.3pp | 72.2%-40.8pp | 69.6%-38.2pp |
| Annual return | 18.91% | 19.01%-0.1pp | 36.34%-17.4pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $668 | $2,420-72.4% | $3,500-80.9% | $3,740-82.1% |
| Admin fee / account holder | $4,497 | $3,984+12.9% | $6,685-32.7% | $5,306-15.2% |