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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 | $21,262 | $86,050-75.3% | $189,758-88.8% | $94,015-77.4% |
| Participation rate | 29.0% | 68.9%-39.9pp | 79.8%-50.8pp | 70.8%-41.8pp |
| Annual return | 14.67% | 17.77%-3.1pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $806 | $3,349-75.9% | $5,856-86.2% | $4,249-81.0% |
| Admin fee / account holder | $2,216 | $6,627-66.6% | $20,388-89.1% | $8,951-75.2% |