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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 | $79,493 | $83,898-5.3% | $133,346-40.4% | $94,015-15.4% |
| Participation rate | 35.3% | 63.4%-28.1pp | 72.8%-37.6pp | 70.8%-35.5pp |
| Annual return | 14.24% | 16.00%-1.8pp | 36.85%-22.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $899 | $3,245-72.3% | $4,332-79.2% | $4,249-78.8% |
| Admin fee / account holder | $1,328 | $7,809-83.0% | $14,264-90.7% | $8,951-85.2% |