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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 | $66,688 | $95,453-30.1% | $112,040-40.5% | $82,448-19.1% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 12.87% | 23.92%-11.1pp | 24.52%-11.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,232 | $4,224-70.8% | $5,098-75.8% | $4,139-70.2% |
| Admin fee / account holder | $1,391 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |