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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 | $60,752 | $85,515-29.0% | $112,040-45.8% | $67,986-10.6% |
| Participation rate | 48.2% | 68.2%-20.0pp | 76.5%-28.3pp | 57.2%-9.0pp |
| Annual return | 16.93% | 29.68%-12.7pp | 24.52%-7.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,759 | $4,014-56.2% | $5,098-65.5% | $3,358-47.6% |
| Admin fee / account holder | $1,355 | $3,774-64.1% | $12,098-88.8% | $3,203-57.7% |