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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 | $64,524 | $76,834-16.0% | $108,359-40.5% | $87,485-26.2% |
| Participation rate | 10.0% | 61.7%-51.7pp | 70.1%-60.1pp | 68.9%-58.9pp |
| Annual return | 20.89% | 19.09%+1.8pp | 36.89%-16.0pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $295 | $3,100-90.5% | $4,137-92.9% | $4,274-93.1% |
| Admin fee / account holder | $745 | $6,537-88.6% | $9,741-92.4% | $7,775-90.4% |