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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 | $23,318 | $92,798-74.9% | $96,707-75.9% | $137,256-83.0% |
| Participation rate | 58.3% | 81.6%-23.3pp | 80.4%-22.0pp | 80.0%-21.6pp |
| Annual return | 13.31% | 31.24%-17.9pp | 34.78%-21.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $903 | $5,877-84.6% | $5,997-84.9% | $6,407-85.9% |
| Admin fee / account holder | $7,963 | $7,946+0.2% | $7,503+6.1% | $12,270-35.1% |