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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 | $59,474 | $63,365-6.1% | $91,994-35.4% | $72,975-18.5% |
| Participation rate | 62.9% | 72.5%-9.7pp | 78.6%-15.8pp | 69.5%-6.6pp |
| Annual return | 22.25% | 35.35%-13.1pp | 69.04%-46.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $907 | $4,883-81.4% | $5,924-84.7% | $3,608-74.9% |
| Admin fee / account holder | $20,904 | $4,670+347.7% | $7,744+169.9% | $5,124+308.0% |