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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 | $27,946 | $100,811-72.3% | $86,698-67.8% | $134,545-79.2% |
| Participation rate | 64.3% | 79.0%-14.7pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | 23.26% | 29.11%-5.8pp | 35.96%-12.7pp | 418.37%-395.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,460 | $5,339-72.7% | $4,656-68.7% | $6,401-77.2% |
| Admin fee / account holder | $12,197 | $10,926+11.6% | $7,492+62.8% | $11,431+6.7% |