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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 | $53,743 | $67,602-20.5% | $82,312-34.7% | $70,126-23.4% |
| Participation rate | 56.4% | 72.8%-16.4pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 13.55% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,317 | $2,987-55.9% | $3,706-64.5% | $3,332-60.5% |
| Admin fee / account holder | $557 | $4,512-87.7% | $5,608-90.1% | $4,645-88.0% |