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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 | $45,295 | $70,486-35.7% | $100,535-54.9% | $79,856-43.3% |
| Participation rate | 60.0% | 73.6%-13.6pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 12.73% | 21.90%-9.2pp | 30.90%-18.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,696 | $5,182-67.3% | $6,271-73.0% | $3,741-54.7% |
| Admin fee / account holder | $2,598 | $4,480-42.0% | $8,085-67.9% | $5,306-51.0% |