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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 | $63,257 | $83,485-24.2% | $125,195-49.5% | $72,976-13.3% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.5%-25.5pp |
| Annual return | 21.79% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,180 | $3,586-67.1% | $4,937-76.1% | $3,608-67.3% |
| Admin fee / account holder | $6,441 | $5,518+16.7% | $9,704-33.6% | $5,124+25.7% |