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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 | $54,935 | $58,493-6.1% | $84,021-34.6% | $72,975-24.7% |
| Participation rate | 25.6% | 61.2%-35.7pp | 69.0%-43.5pp | 69.5%-43.9pp |
| Annual return | 20.20% | 28.93%-8.7pp | 71.32%-51.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $970 | $2,394-59.5% | $3,239-70.0% | $3,608-73.1% |
| Admin fee / account holder | $1,792 | $4,569-60.8% | $6,102-70.6% | $5,124-65.0% |