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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 | $27,280 | $78,672-65.3% | $109,163-75.0% | $85,856-68.2% |
| Participation rate | 25.7% | 68.3%-42.6pp | 75.9%-50.2pp | 69.3%-43.6pp |
| Annual return | 13.44% | 25.09%-11.6pp | 25.75%-12.3pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $854 | $3,467-75.4% | $4,654-81.7% | $3,952-78.4% |
| Admin fee / account holder | $1,511 | $5,470-72.4% | $6,754-77.6% | $6,261-75.9% |