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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 | $59,562 | $97,550-38.9% | $120,344-50.5% | $87,485-31.9% |
| Participation rate | 34.8% | 72.8%-38.0pp | 76.7%-41.9pp | 68.9%-34.1pp |
| Annual return | 15.03% | 18.41%-3.4pp | 20.30%-5.3pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $492 | $4,230-88.4% | $5,135-90.4% | $4,274-88.5% |
| Admin fee / account holder | $1,597 | $9,543-83.3% | $12,742-87.5% | $7,775-79.5% |