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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 | $75,295 | $81,487-7.6% | $102,412-26.5% | $80,935-7.0% |
| Participation rate | 47.6% | 66.8%-19.2pp | 74.5%-26.9pp | 67.7%-20.0pp |
| Annual return | 13.07% | 25.60%-12.5pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $794 | $3,871-79.5% | $5,060-84.3% | $4,299-81.5% |
| Admin fee / account holder | $3,386 | $6,717-49.6% | $8,388-59.6% | $6,924-51.1% |