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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 | $37,780 | $67,602-44.1% | $82,312-54.1% | $70,126-46.1% |
| Participation rate | 51.4% | 72.8%-21.3pp | 76.9%-25.5pp | 69.5%-18.1pp |
| Annual return | 18.93% | 21.57%-2.6pp | 25.88%-7.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,023 | $2,987-65.8% | $3,706-72.4% | $3,332-69.3% |
| Admin fee / account holder | $2,074 | $4,512-54.0% | $5,608-63.0% | $4,645-55.3% |