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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 | $80,981 | $97,550-17.0% | $120,344-32.7% | $87,485-7.4% |
| Participation rate | 22.6% | 72.8%-50.2pp | 76.7%-54.1pp | 68.9%-46.4pp |
| Annual return | 11.89% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $28 | $4,230-99.3% | $5,135-99.5% | $4,274-99.3% |
| Admin fee / account holder | $1,104 | $9,543-88.4% | $12,742-91.3% | $7,775-85.8% |