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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 | $64,932 | $80,985-19.8% | $96,576-32.8% | $75,181-13.6% |
| Participation rate | 58.8% | 71.8%-13.0pp | 76.0%-17.2pp | 67.2%-8.4pp |
| Annual return | 14.25% | 27.05%-12.8pp | 25.87%-11.6pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,560 | $3,929-60.3% | $4,851-67.8% | $4,126-62.2% |
| Admin fee / account holder | $3,361 | $6,719-50.0% | $8,253-59.3% | $5,650-40.5% |