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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 | $41,098 | $60,349-31.9% | $74,184-44.6% | $62,881-34.6% |
| Participation rate | 28.3% | 72.7%-44.4pp | 76.6%-48.3pp | 69.3%-41.0pp |
| Annual return | 5.25% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,231 | $2,856-56.9% | $3,550-65.3% | $3,203-61.6% |
| Admin fee / account holder | $4,546 | $4,261+6.7% | $5,586-18.6% | $4,296+5.8% |