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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 | $25,474 | $57,140-55.4% | $85,240-70.1% | $80,959-68.5% |
| Participation rate | 24.1% | 56.4%-32.3pp | 67.5%-43.4pp | 67.7%-43.5pp |
| Annual return | 10.79% | 21.71%-10.9pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $678 | $3,115-78.2% | $4,527-85.0% | $4,300-84.2% |
| Admin fee / account holder | $1,169 | $4,992-76.6% | $6,165-81.0% | $6,925-83.1% |