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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 | $19,752 | $56,894-65.3% | $84,753-76.7% | $62,881-68.6% |
| Participation rate | 27.1% | 68.5%-41.5pp | 76.6%-49.5pp | 69.3%-42.2pp |
| Annual return | 6.25% | 6.30%-0.1pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $956 | $2,709-64.7% | $3,712-74.3% | $3,203-70.2% |
| Admin fee / account holder | $4,865 | $3,581+35.9% | $5,333-8.8% | $4,296+13.3% |