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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 | $60,371 | $78,197-22.8% | $98,090-38.5% | $82,637-26.9% |
| Participation rate | 22.9% | 77.5%-54.6pp | 81.5%-58.6pp | 68.1%-45.1pp |
| Annual return | 14.60% | 40.25%-25.6pp | 37.05%-22.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,095 | $6,636-83.5% | $7,845-86.0% | $4,126-73.5% |
| Admin fee / account holder | $2,693 | $14,832-81.8% | $11,815-77.2% | $7,339-63.3% |