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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 | $30,909 | $80,992-61.8% | $96,534-68.0% | $75,173-58.9% |
| Participation rate | 62.2% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-5.0pp |
| Annual return | 19.18% | 27.05%-7.9pp | 25.88%-6.7pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,546 | $3,929-60.7% | $4,851-68.1% | $4,126-62.5% |
| Admin fee / account holder | $577 | $6,717-91.4% | $8,253-93.0% | $5,651-89.8% |