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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 | $54,682 | $57,828-5.4% | $117,039-53.3% | $70,126-22.0% |
| Participation rate | 14.0% | 67.1%-53.2pp | 77.2%-63.2pp | 69.5%-55.6pp |
| Annual return | 15.01% | 17.55%-2.5pp | 18.95%-3.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $358 | $2,438-85.3% | $3,929-90.9% | $3,332-89.3% |
| Admin fee / account holder | $2,365 | $3,548-33.4% | $5,974-60.4% | $4,645-49.1% |