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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 | $71,017 | $60,349+17.7% | $74,184-4.3% | $62,881+12.9% |
| Participation rate | 21.6% | 72.7%-51.1pp | 76.6%-55.0pp | 69.3%-47.7pp |
| Annual return | 5.31% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,050 | $2,856-63.2% | $3,550-70.4% | $3,203-67.2% |
| Admin fee / account holder | $7,687 | $4,261+80.4% | $5,586+37.6% | $4,296+78.9% |