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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 | $54,330 | $86,940-37.5% | $102,434-47.0% | $80,935-32.9% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 14.17% | 18.89%-4.7pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $172 | $4,121-95.8% | $5,055-96.6% | $4,299-96.0% |
| Admin fee / account holder | $723 | $8,047-91.0% | $9,462-92.4% | $6,924-89.6% |