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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 | $60,346 | $103,957-42.0% | $69,182-12.8% | $273,968-78.0% |
| Participation rate | 52.4% | 67.4%-15.0pp | 55.1%-2.7pp | 83.0%-30.6pp |
| Annual return | 5.84% | 35.28%-29.4pp | -21.94%+27.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $952 | $1,781-46.5% | $1,205-21.0% | $4,869-80.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,330 | $3,671-63.8% | $2,697-50.7% | $10,132-86.9% |