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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 | $75,090 | $86,919-13.6% | $102,457-26.7% | $80,911-7.2% |
| Participation rate | 23.2% | 72.4%-49.2pp | 76.5%-53.3pp | 67.6%-44.4pp |
| Annual return | 13.46% | 18.90%-5.4pp | 29.41%-15.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,258 | $4,119-69.5% | $5,054-75.1% | $4,297-70.7% |
| Admin fee / account holder | $3,316 | $8,049-58.8% | $9,451-64.9% | $6,935-52.2% |