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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 | $23,652 | $72,269-67.3% | $101,271-76.6% | $79,852-70.4% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 13.10% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $926 | $3,282-71.8% | $4,371-78.8% | $3,740-75.2% |
| Admin fee / account holder | $2,409 | $4,401-45.3% | $5,948-59.5% | $5,306-54.6% |