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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 | $69,620 | $106,524-34.6% | $152,301-54.3% | $87,485-20.4% |
| Participation rate | 24.1% | 75.8%-51.6pp | 82.4%-58.3pp | 68.9%-44.8pp |
| Annual return | 15.38% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,328 | $6,525-79.6% | $8,004-83.4% | $4,274-68.9% |
| Admin fee / account holder | $5,832 | $8,287-29.6% | $14,398-59.5% | $7,775-25.0% |