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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 | $26,601 | $72,269-63.2% | $101,271-73.7% | $79,852-66.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 11.76% | 22.29%-10.5pp | 46.48%-34.7pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,612 | $2,692-40.1% | $3,660-55.9% | $2,471-34.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,790 | $4,401-59.3% | $5,948-69.9% | $5,306-66.3% |