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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 | $56,905 | $88,707-35.9% | $74,184-23.3% | $273,972-79.2% |
| Participation rate | 18.8% | 79.4%-60.7pp | 76.6%-57.9pp | 83.0%-64.3pp |
| Annual return | 6.48% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,203 | $4,212-71.4% | $3,550-66.1% | $5,287-77.3% |
| Admin fee / account holder | $936 | $8,717-89.3% | $5,586-83.2% | $10,133-90.8% |