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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 | $22,859 | $49,025-53.4% | $87,502-73.9% | $62,881-63.6% |
| Participation rate | 28.1% | 64.9%-36.8pp | 73.8%-45.7pp | 69.3%-41.2pp |
| Annual return | 5.92% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $573 | $2,289-75.0% | $3,149-81.8% | $3,203-82.1% |
| Admin fee / account holder | $2,059 | $4,065-49.3% | $4,221-51.2% | $4,296-52.1% |