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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 | $27,416 | $70,475-61.1% | $100,530-72.7% | $79,858-65.7% |
| Participation rate | 21.5% | 73.7%-52.1pp | 79.4%-57.9pp | 69.6%-48.1pp |
| Annual return | 20.38% | 21.90%-1.5pp | 30.89%-10.5pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $498 | $5,181-90.4% | $6,271-92.1% | $3,740-86.7% |
| Admin fee / account holder | $3,438 | $4,478-23.2% | $8,083-57.5% | $5,306-35.2% |