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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 | $57,943 | $100,194-42.2% | $122,979-52.9% | $86,983-33.4% |
| Participation rate | 28.6% | 73.0%-44.4pp | 77.2%-48.6pp | 69.5%-41.0pp |
| Annual return | 11.71% | 16.47%-4.8pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $786 | $4,133-81.0% | $5,003-84.3% | $4,194-81.3% |
| Admin fee / account holder | $3,411 | $10,148-66.4% | $12,864-73.5% | $7,856-56.6% |