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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 | $58,787 | $67,602-13.0% | $82,312-28.6% | $70,126-16.2% |
| Participation rate | 27.4% | 72.8%-45.4pp | 76.9%-49.5pp | 69.5%-42.2pp |
| Annual return | 23.76% | 21.57%+2.2pp | 25.88%-2.1pp | 73.15%-49.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $605 | $2,987-79.7% | $3,706-83.7% | $3,332-81.8% |
| Admin fee / account holder | $654 | $4,512-85.5% | $5,608-88.3% | $4,645-85.9% |