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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 | $58,704 | $79,961-26.6% | $98,462-40.4% | $75,177-21.9% |
| Participation rate | 31.5% | 70.4%-38.8pp | 75.2%-43.6pp | 67.2%-35.7pp |
| Annual return | 15.81% | 19.75%-3.9pp | 21.17%-5.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,148 | $3,753-69.4% | $4,738-75.8% | $4,126-72.2% |
| Admin fee / account holder | $790 | $6,842-88.5% | $8,875-91.1% | $5,651-86.0% |