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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 | $25,075 | $56,894-55.9% | $84,753-70.4% | $62,881-60.1% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 9.29% | 6.30%+3.0pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $576 | $2,709-78.7% | $3,712-84.5% | $3,203-82.0% |
| Admin fee / account holder | $757 | $3,581-78.9% | $5,333-85.8% | $4,296-82.4% |