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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 | $25,357 | $60,349-58.0% | $74,184-65.8% | $62,881-59.7% |
| Participation rate | 51.9% | 72.7%-20.9pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 6.60% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $2,856-61.5% | $3,550-69.0% | $3,203-65.7% |
| Admin fee / account holder | $3,000 | $4,261-29.6% | $5,586-46.3% | $4,296-30.2% |