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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 | $50,416 | $67,602-25.4% | $82,312-38.7% | $70,126-28.1% |
| Participation rate | 56.6% | 72.8%-16.1pp | 76.9%-20.3pp | 69.5%-12.9pp |
| Annual return | 18.15% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,338 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $822 | $4,512-81.8% | $5,608-85.3% | $4,645-82.3% |