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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 | $30,229 | $76,551-60.5% | $123,894-75.6% | $62,881-51.9% |
| Participation rate | 64.5% | 73.0%-8.5pp | 81.4%-16.9pp | 69.3%-4.8pp |
| Annual return | 6.90% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,261 | $2,882-21.6% | $4,617-51.0% | $2,281-0.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $314 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |