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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 | $67,881 | $95,404-28.8% | $113,397-40.1% | $82,637-17.9% |
| Participation rate | 47.1% | 72.8%-25.8pp | 76.5%-29.4pp | 68.1%-21.0pp |
| Annual return | 13.57% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,569 | $4,220-62.8% | $5,076-69.1% | $4,126-62.0% |
| Admin fee / account holder | $1,960 | $9,168-78.6% | $11,957-83.6% | $7,339-73.3% |