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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 | $34,417 | $67,602-49.1% | $82,312-58.2% | $70,126-50.9% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 15.99% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $971 | $2,987-67.5% | $3,706-73.8% | $3,332-70.8% |
| Admin fee / account holder | $2,461 | $4,512-45.4% | $5,608-56.1% | $4,645-47.0% |