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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 | $27,013 | $73,787-63.4% | $98,716-72.6% | $82,448-67.2% |
| Participation rate | 13.5% | 61.4%-47.9pp | 69.3%-55.8pp | 68.1%-54.6pp |
| Annual return | 22.49% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $575 | $3,081-81.3% | $4,048-85.8% | $4,139-86.1% |
| Admin fee / account holder | $345 | $6,500-94.7% | $8,703-96.0% | $7,234-95.2% |