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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 | $73,484 | $86,940-15.5% | $102,434-28.3% | $80,935-9.2% |
| Participation rate | 26.5% | 72.4%-45.9pp | 76.5%-50.0pp | 67.7%-41.2pp |
| Annual return | 16.09% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $979 | $4,121-76.2% | $5,055-80.6% | $4,299-77.2% |
| Admin fee / account holder | $1,678 | $8,047-79.1% | $9,462-82.3% | $6,924-75.8% |