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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 | $61,215 | $73,787-17.0% | $98,716-38.0% | $82,448-25.8% |
| Participation rate | 23.5% | 61.4%-37.9pp | 69.3%-45.8pp | 68.1%-44.5pp |
| Annual return | 14.35% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $923 | $3,081-70.0% | $4,048-77.2% | $4,139-77.7% |
| Admin fee / account holder | $15,151 | $6,500+133.1% | $8,703+74.1% | $7,234+109.4% |