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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 | $60,389 | $73,981-18.4% | $105,754-42.9% | $62,881-4.0% |
| Participation rate | 20.5% | 71.7%-51.2pp | 78.9%-58.5pp | 69.3%-48.9pp |
| Annual return | 6.94% | 17.60%-10.7pp | 12.25%-5.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $704 | $4,038-82.6% | $5,326-86.8% | $3,203-78.0% |
| Admin fee / account holder | $813 | $5,976-86.4% | $8,309-90.2% | $4,296-81.1% |