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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 | $37,776 | $60,349-37.4% | $74,184-49.1% | $62,881-39.9% |
| Participation rate | 28.7% | 72.7%-44.0pp | 76.6%-47.9pp | 69.3%-40.6pp |
| Annual return | 6.72% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,144 | $2,856-59.9% | $3,550-67.8% | $3,203-64.3% |
| Admin fee / account holder | $448 | $4,261-89.5% | $5,586-92.0% | $4,296-89.6% |