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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 | $25,924 | $56,894-54.4% | $84,753-69.4% | $62,881-58.8% |
| Participation rate | 24.0% | 68.5%-44.5pp | 76.6%-52.6pp | 69.3%-45.3pp |
| Annual return | 7.36% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $580 | $2,709-78.6% | $3,712-84.4% | $3,203-81.9% |
| Admin fee / account holder | $641 | $3,581-82.1% | $5,333-88.0% | $4,296-85.1% |