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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 | $31,897 | $67,606-52.8% | $82,313-61.2% | $70,124-54.5% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.9%-18.6pp | 69.5%-11.2pp |
| Annual return | 18.69% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $923 | $2,987-69.1% | $3,706-75.1% | $3,332-72.3% |
| Admin fee / account holder | $1,860 | $4,512-58.8% | $5,608-66.8% | $4,645-60.0% |