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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 | $25,220 | $56,894-55.7% | $84,753-70.2% | $62,881-59.9% |
| Participation rate | 51.0% | 68.5%-17.6pp | 76.6%-25.6pp | 69.3%-18.3pp |
| Annual return | 5.74% | 6.30%-0.6pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $766 | $2,709-71.7% | $3,712-79.4% | $3,203-76.1% |
| Admin fee / account holder | $2,197 | $3,581-38.6% | $5,333-58.8% | $4,296-48.8% |