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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 | $27,796 | $56,054-50.4% | $171,082-83.8% | $62,881-55.8% |
| Participation rate | 21.9% | 62.9%-41.0pp | 76.7%-54.8pp | 69.3%-47.4pp |
| Annual return | 8.75% | 22.52%-13.8pp | 32.56%-23.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $958 | $3,158-69.7% | $4,797-80.0% | $3,203-70.1% |
| Admin fee / account holder | $3,561 | $3,647-2.3% | $8,520-58.2% | $4,296-17.1% |