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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 | $73,024 | $97,550-25.1% | $120,344-39.3% | $87,485-16.5% |
| Participation rate | 11.5% | 72.8%-61.3pp | 76.7%-65.2pp | 68.9%-57.4pp |
| Annual return | 15.27% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $937 | $4,230-77.9% | $5,135-81.8% | $4,274-78.1% |
| Admin fee / account holder | $682 | $9,543-92.9% | $12,742-94.7% | $7,775-91.2% |