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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 | $68,495 | $86,919-21.2% | $102,457-33.1% | $80,911-15.3% |
| Participation rate | 32.0% | 72.4%-40.4pp | 76.5%-44.5pp | 67.6%-35.6pp |
| Annual return | 16.09% | 18.90%-2.8pp | 29.41%-13.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $328 | $4,119-92.0% | $5,054-93.5% | $4,297-92.4% |
| Admin fee / account holder | $2,752 | $8,049-65.8% | $9,451-70.9% | $6,935-60.3% |