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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 | $69,103 | $73,787-6.3% | $98,716-30.0% | $82,448-16.2% |
| Participation rate | 24.4% | 61.4%-37.0pp | 69.3%-44.8pp | 68.1%-43.6pp |
| Annual return | 16.81% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $367 | $3,081-88.1% | $4,048-90.9% | $4,139-91.1% |
| Admin fee / account holder | $954 | $6,500-85.3% | $8,703-89.0% | $7,234-86.8% |