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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 | $97,550-42.2% | $120,344-53.2% | $87,485-35.6% |
| Participation rate | 28.6% | 72.8%-44.3pp | 76.7%-48.1pp | 68.9%-40.4pp |
| Annual return | 12.88% | 18.41%-5.5pp | 20.30%-7.4pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $523 | $4,230-87.6% | $5,135-89.8% | $4,274-87.8% |
| Admin fee / account holder | $4,297 | $9,543-55.0% | $12,742-66.3% | $7,775-44.7% |