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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 | $58,491 | $72,027-18.8% | $185,835-68.5% | $79,852-26.7% |
| Participation rate | 29.5% | 65.8%-36.3pp | 78.0%-48.6pp | 69.6%-40.2pp |
| Annual return | 17.71% | 23.13%-5.4pp | 35.96%-18.3pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,078 | $3,780-71.5% | $5,633-80.9% | $3,740-71.2% |
| Admin fee / account holder | $511 | $4,513-88.7% | $9,502-94.6% | $5,306-90.4% |