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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 | $21,785 | $81,457-73.3% | $103,378-78.9% | $80,911-73.1% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.6%-40.4pp |
| Annual return | 10.56% | 25.58%-15.0pp | 24.91%-14.3pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,099 | $3,871-71.6% | $5,058-78.3% | $4,297-74.4% |
| Admin fee / account holder | $782 | $6,717-88.4% | $8,401-90.7% | $6,935-88.7% |