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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 | $70,564 | $72,492-2.7% | $87,104-19.0% | $72,975-3.3% |
| Participation rate | 30.6% | 72.8%-42.3pp | 76.9%-46.3pp | 69.5%-38.9pp |
| Annual return | 20.36% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $424 | $3,270-87.0% | $4,048-89.5% | $3,608-88.2% |
| Admin fee / account holder | $9,391 | $5,055+85.8% | $7,491+25.4% | $5,124+83.3% |