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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 | $51,754 | $59,839-13.5% | $81,991-36.9% | $79,852-35.2% |
| Participation rate | 32.0% | 61.6%-29.6pp | 69.3%-37.3pp | 69.6%-37.6pp |
| Annual return | 12.02% | 17.56%-5.5pp | 41.31%-29.3pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $540 | $2,695-80.0% | $3,722-85.5% | $3,740-85.6% |
| Admin fee / account holder | $2,874 | $4,287-33.0% | $5,665-49.3% | $5,306-45.8% |