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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 | $39,351 | $79,961-50.8% | $98,462-60.0% | $75,177-47.7% |
| Participation rate | 63.9% | 70.4%-6.4pp | 75.2%-11.2pp | 67.2%-3.3pp |
| Annual return | 16.70% | 19.75%-3.0pp | 21.17%-4.5pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,269 | $3,753-66.2% | $4,738-73.2% | $4,126-69.2% |
| Admin fee / account holder | $2,860 | $6,842-58.2% | $8,875-67.8% | $5,651-49.4% |