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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 | $25,054 | $65,364-61.7% | $92,909-73.0% | $72,975-65.7% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 21.75% | 42.11%-20.4pp | 109.44%-87.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,065 | $3,128-66.0% | $4,238-74.9% | $3,608-70.5% |
| Admin fee / account holder | $1,832 | $4,251-56.9% | $5,795-68.4% | $5,124-64.3% |