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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 | $104,098-22.2% | $140,514-42.4% | $94,015-13.9% |
| Participation rate | 22.6% | 73.7%-51.1pp | 77.8%-55.2pp | 70.8%-48.2pp |
| Annual return | 11.89% | 15.14%-3.2pp | 14.36%-2.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $28 | $4,033-99.3% | $4,919-99.4% | $4,249-99.3% |
| Admin fee / account holder | $1,104 | $10,439-89.4% | $13,697-91.9% | $8,951-87.7% |