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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 | $29,581 | $140,592-79.0% | $123,105-76.0% | $125,389-76.4% |
| Participation rate | 55.0% | 88.2%-33.2pp | 86.8%-31.8pp | 83.2%-28.2pp |
| Annual return | -0.29% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,526 | $6,980-78.1% | $6,229-75.5% | $5,352-71.5% |
| Admin fee / account holder | $353 | $11,198-96.8% | $9,014-96.1% | $9,541-96.3% |