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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 | $64,312 | $83,898-23.3% | $133,346-51.8% | $94,015-31.6% |
| Participation rate | 32.1% | 63.4%-31.3pp | 72.8%-40.8pp | 70.8%-38.7pp |
| Annual return | 12.97% | 16.00%-3.0pp | 36.85%-23.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $195 | $3,245-94.0% | $4,332-95.5% | $4,249-95.4% |
| Admin fee / account holder | $7,949 | $7,809+1.8% | $14,264-44.3% | $8,951-11.2% |