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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 | $27,838 | $67,602-58.8% | $82,312-66.2% | $70,126-60.3% |
| Participation rate | 19.4% | 72.8%-53.4pp | 76.9%-57.5pp | 69.5%-50.2pp |
| Annual return | 13.55% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,020 | $2,987-65.8% | $3,706-72.5% | $3,332-69.4% |
| Admin fee / account holder | $6,581 | $4,512+45.9% | $5,608+17.3% | $4,645+41.7% |