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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 | $75,567 | $87,106-13.2% | $105,607-28.4% | $80,935-6.6% |
| Participation rate | 32.7% | 70.4%-37.8pp | 75.3%-42.6pp | 67.7%-35.0pp |
| Annual return | 14.86% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,240 | $3,986-68.9% | $5,011-75.3% | $4,299-71.2% |
| Admin fee / account holder | $2,158 | $8,447-74.5% | $10,958-80.3% | $6,924-68.8% |