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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 | $28,442 | $63,365-55.1% | $91,994-69.1% | $72,976-61.0% |
| Participation rate | 67.2% | 72.5%-5.3pp | 78.6%-11.4pp | 69.5%-2.3pp |
| Annual return | 20.09% | 35.35%-15.3pp | 69.04%-49.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,342 | $4,883-72.5% | $5,924-77.3% | $3,608-62.8% |
| Admin fee / account holder | $1,169 | $4,670-75.0% | $7,744-84.9% | $5,124-77.2% |