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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 | $22,056 | $65,361-66.3% | $92,903-76.3% | $72,983-69.8% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.4pp |
| Annual return | 21.10% | 42.11%-21.0pp | 109.43%-88.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $791 | $3,128-74.7% | $4,238-81.3% | $3,608-78.1% |
| Admin fee / account holder | $1,056 | $4,251-75.2% | $5,795-81.8% | $5,124-79.4% |