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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 | $71,125 | $79,955-11.0% | $98,461-27.8% | $75,173-5.4% |
| Participation rate | 42.9% | 70.4%-27.5pp | 75.2%-32.3pp | 67.2%-24.3pp |
| Annual return | 13.17% | 19.75%-6.6pp | 21.17%-8.0pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,307 | $3,752-65.2% | $4,738-72.4% | $4,126-68.3% |
| Admin fee / account holder | $860 | $6,841-87.4% | $8,961-90.4% | $5,651-84.8% |