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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 | $55,484 | $81,487-31.9% | $102,412-45.8% | $80,935-31.4% |
| Participation rate | 7.4% | 66.8%-59.4pp | 74.5%-67.1pp | 67.7%-60.3pp |
| Annual return | 12.55% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,174 | $3,871-69.7% | $5,060-76.8% | $4,299-72.7% |
| Admin fee / account holder | $7,936 | $6,717+18.1% | $8,388-5.4% | $6,924+14.6% |