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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 | $22,575 | $57,828-61.0% | $117,039-80.7% | $70,126-67.8% |
| Participation rate | 43.9% | 67.1%-23.3pp | 77.2%-33.3pp | 69.5%-25.7pp |
| Annual return | 14.23% | 17.55%-3.3pp | 18.95%-4.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $668 | $2,438-72.6% | $3,929-83.0% | $3,332-79.9% |
| Admin fee / account holder | $1,516 | $3,548-57.3% | $5,974-74.6% | $4,645-67.4% |