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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 | $53,120 | $72,486-26.7% | $87,103-39.0% | $72,976-27.2% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 20.30% | 24.46%-4.2pp | 28.19%-7.9pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $604 | $3,270-81.5% | $4,049-85.1% | $3,608-83.3% |
| Admin fee / account holder | $2,121 | $5,055-58.0% | $7,491-71.7% | $5,124-58.6% |