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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 | $29,066 | $63,082-53.9% | $81,726-64.4% | $79,856-63.6% |
| Participation rate | 15.2% | 67.5%-52.4pp | 72.0%-56.9pp | 69.6%-54.5pp |
| Annual return | 14.92% | 22.66%-7.7pp | 29.49%-14.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $565 | $2,780-79.7% | $7,108-92.0% | $3,741-84.9% |
| Admin fee / account holder | $3,561 | $4,428-19.6% | $5,160-31.0% | $5,306-32.9% |