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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 | $54,974 | $72,486-24.2% | $87,103-36.9% | $72,976-24.7% |
| Participation rate | 20.5% | 72.8%-52.3pp | 76.9%-56.3pp | 69.5%-48.9pp |
| Annual return | 20.81% | 24.46%-3.7pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $888 | $3,270-72.8% | $4,049-78.1% | $3,608-75.4% |
| Admin fee / account holder | $4,851 | $5,055-4.0% | $7,491-35.2% | $5,124-5.3% |