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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 | $29,916 | $54,757-45.4% | $90,304-66.9% | $72,975-59.0% |
| Participation rate | 25.6% | 65.2%-39.5pp | 73.3%-47.6pp | 69.5%-43.8pp |
| Annual return | 20.79% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $590 | $2,887-79.6% | $3,885-84.8% | $3,608-83.7% |
| Admin fee / account holder | $357 | $3,973-91.0% | $5,354-93.3% | $5,124-93.0% |