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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 | $81,487-73.3% | $102,412-78.7% | $80,935-73.1% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.7%-40.4pp |
| Annual return | 10.56% | 25.60%-15.0pp | 24.94%-14.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,099 | $3,871-71.6% | $5,060-78.3% | $4,299-74.4% |
| Admin fee / account holder | $782 | $6,717-88.4% | $8,388-90.7% | $6,924-88.7% |