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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 | $28,285 | $81,487-65.3% | $102,412-72.4% | $80,935-65.1% |
| Participation rate | 22.9% | 66.8%-43.9pp | 74.5%-51.6pp | 67.7%-44.7pp |
| Annual return | 12.16% | 25.60%-13.4pp | 24.94%-12.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $815 | $3,871-78.9% | $5,060-83.9% | $4,299-81.0% |
| Admin fee / account holder | $3,294 | $6,717-51.0% | $8,388-60.7% | $6,924-52.4% |