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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 | $71,586 | $100,194-28.6% | $122,979-41.8% | $86,983-17.7% |
| Participation rate | 23.3% | 73.0%-49.6pp | 77.2%-53.9pp | 69.5%-46.2pp |
| Annual return | 22.00% | 16.47%+5.5pp | 20.12%+1.9pp | 25.83%-3.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $876 | $4,133-78.8% | $5,003-82.5% | $4,194-79.1% |
| Admin fee / account holder | $319 | $10,148-96.9% | $12,864-97.5% | $7,856-95.9% |