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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 | $35,971 | $59,804-39.9% | $81,982-56.1% | $79,856-55.0% |
| Participation rate | 27.1% | 61.6%-34.5pp | 69.3%-42.1pp | 69.6%-42.5pp |
| Annual return | 12.79% | 17.56%-4.8pp | 41.31%-28.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $797 | $2,695-70.4% | $3,722-78.6% | $3,741-78.7% |
| Admin fee / account holder | $1,011 | $4,288-76.4% | $5,665-82.1% | $5,306-80.9% |