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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 | $56,671 | $86,949-34.8% | $102,460-44.7% | $80,959-30.0% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.7pp | 67.7%-4.8pp |
| Annual return | 12.04% | 18.89%-6.9pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,621 | $4,121-60.7% | $5,056-68.0% | $4,300-62.3% |
| Admin fee / account holder | $16,250 | $8,048+101.9% | $9,460+71.8% | $6,925+134.6% |