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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 | $45,958 | $76,371-39.8% | $93,621-50.9% | $72,975-37.0% |
| Participation rate | 26.7% | 71.8%-45.1pp | 75.8%-49.2pp | 69.5%-42.8pp |
| Annual return | 23.95% | 25.82%-1.9pp | 32.76%-8.8pp | 81.01%-57.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $3,538-72.7% | $4,070-76.3% | $3,608-73.2% |
| Admin fee / account holder | $1,497 | $6,839-78.1% | $7,890-81.0% | $5,124-70.8% |