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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 | $21,615 | $72,272-70.1% | $101,264-78.7% | $79,858-72.9% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 16.14% | 22.30%-6.2pp | 46.48%-30.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $895 | $3,282-72.7% | $4,370-79.5% | $3,740-76.1% |
| Admin fee / account holder | $1,239 | $4,401-71.8% | $5,947-79.2% | $5,306-76.7% |