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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 | $56,376 | $104,098-45.8% | $140,514-59.9% | $94,015-40.0% |
| Participation rate | 28.6% | 73.7%-45.1pp | 77.8%-49.2pp | 70.8%-42.2pp |
| Annual return | 12.88% | 15.14%-2.3pp | 14.36%-1.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $523 | $4,033-87.0% | $4,919-89.4% | $4,249-87.7% |
| Admin fee / account holder | $4,297 | $10,439-58.8% | $13,697-68.6% | $8,951-52.0% |