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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 | $24,155 | $69,137-65.1% | $182,153-86.7% | $94,015-74.3% |
| Participation rate | 22.2% | 59.6%-37.4pp | 65.7%-43.5pp | 70.8%-48.6pp |
| Annual return | 13.39% | 21.34%-8.0pp | 35.04%-21.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,152-100.0% | $2,593-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $549 | $2,665-79.4% | $3,776-85.5% | $4,249-87.1% |
| Admin fee / account holder | $5,023 | $11,615-56.8% | $9,477-47.0% | $8,951-43.9% |