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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 | $25,950 | $181,062-85.7% | $158,223-83.6% | $155,188-83.3% |
| Participation rate | 58.8% | 82.7%-23.8pp | 79.2%-20.4pp | 80.8%-22.0pp |
| Annual return | 18.09% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,217 | $6,134-80.2% | $5,467-77.7% | $6,531-81.4% |
| Admin fee / account holder | $1,897 | $18,825-89.9% | $16,047-88.2% | $14,480-86.9% |