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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 | $58,225 | $86,949-33.0% | $102,460-43.2% | $80,959-28.1% |
| Participation rate | 22.0% | 72.4%-50.4pp | 76.5%-54.6pp | 67.7%-45.7pp |
| Annual return | 17.72% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $800 | $4,121-80.6% | $5,056-84.2% | $4,300-81.4% |
| Admin fee / account holder | $1,895 | $8,048-76.4% | $9,460-80.0% | $6,925-72.6% |