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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 | $58,676 | $77,472-24.3% | $100,392-41.6% | $80,935-27.5% |
| Participation rate | 14.5% | 76.9%-62.4pp | 81.5%-67.0pp | 67.7%-53.1pp |
| Annual return | 12.73% | 37.26%-24.5pp | 49.45%-36.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,232 | $6,818-81.9% | $8,090-84.8% | $4,299-71.3% |
| Admin fee / account holder | $2,426 | $5,885-58.8% | $7,904-69.3% | $6,924-65.0% |