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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 | $69,869 | $86,940-19.6% | $102,434-31.8% | $80,935-13.7% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $229 | $4,121-94.5% | $5,055-95.5% | $4,299-94.7% |
| Admin fee / account holder | $712 | $8,047-91.2% | $9,462-92.5% | $6,924-89.7% |